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Pacific Capital Wealth Advisors’s JetBlue JBLU Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio JBLU Stock Details JBLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-60
Closed -$365 – 556
2024
Q2 		$365 Hold
60
– – ﹤0.01% 479
2024
Q1 		$445 Hold
60
– – ﹤0.01% 494
2023
Q4 		$333 Buy
+60
New +$281 ﹤0.01% 319

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IC
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Royal Bank of Canada
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pacific Capital Wealth Advisors's JBLU Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of JetBlue (JBLU) in Q3 2024, closing a stake of 60 shares — an estimated $365 sold.

Pacific Capital Wealth Advisors first reported a position in JBLU in Q4 2023 and held it in 3 quarters. The position peaked at $445 in Q1 2024. 347 funds tracked by Wall St. Rank hold JBLU as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining JetBlue position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 60 JetBlue shares in Q3 2024, an estimated $365.
  • Pacific Capital Wealth Advisors first reported a position in JetBlue in Q4 2023 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's JetBlue position peaked at $445 in Q1 2024.
  • 347 funds tracked by Wall St. Rank held JetBlue as of Q3 2024.

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