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Opal Wealth Advisors’s Joby Aviation JOBY Stock Holding History

Opal Wealth Advisors’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
Q3 		– Sell
-200
Closed -$1.02K – 703
2024
Q2 		$1.02K Buy
+200
New +$996 ﹤0.01% 1063

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
IC
Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return
8GI
8VC GP I Austin, Texas $39.6M AUM 36.39% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Opal Wealth Advisors's JOBY Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Joby Aviation (JOBY) in Q3 2024, closing a stake of 200 shares — an estimated $1.02K sold.

Opal Wealth Advisors first reported a position in JOBY in Q2 2024 and held it in 1 quarter. The position peaked at $1.02K in Q2 2024. 254 funds tracked by Wall St. Rank hold JOBY as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Joby Aviation position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 200 Joby Aviation shares in Q3 2024, an estimated $1.02K.
  • Opal Wealth Advisors first reported a position in Joby Aviation in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Joby Aviation position peaked at $1.02K in Q2 2024.
  • 254 funds tracked by Wall St. Rank held Joby Aviation as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.