OIS
JOBY icon

Okabena Investment Services’s Joby Aviation JOBY Stock Holding History

Okabena Investment Services’s Portfolio JOBY Stock Details JOBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-17,239
Closed -$86.7K – 117
2024
Q3 		$86.7K Sell
17,239
-16,500
-49% -$89.7K 0.02% 107
2024
Q2 		$172K Buy
+33,739
New +$168K 0.05% 110

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $2.44B AUM 10.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
U
Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Okabena Investment Services's JOBY Position: Q4 2024 in Review

Okabena Investment Services sold out of Joby Aviation (JOBY) in Q4 2024, closing a stake of 17,239 shares — an estimated $86.7K sold.

Okabena Investment Services first reported a position in JOBY in Q2 2024 and held it in 2 quarters. The position peaked at $172K in Q2 2024. 330 funds tracked by Wall St. Rank hold JOBY as of Q4 2024.

  • Okabena Investment Services reported no remaining Joby Aviation position as of Q4 2024 after selling out during the quarter.
  • Okabena Investment Services sold 17,239 Joby Aviation shares in Q4 2024, an estimated $86.7K.
  • Okabena Investment Services first reported a position in Joby Aviation in Q2 2024 and held it in 2 quarters.
  • Okabena Investment Services's Joby Aviation position peaked at $172K in Q2 2024.
  • 330 funds tracked by Wall St. Rank held Joby Aviation as of Q4 2024.

Based on Okabena Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.