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Perfromance Wealth Partners’s St. Joe Company JOE Stock Holding History

Perfromance Wealth Partners’s Portfolio JOE Stock Details JOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,100
Closed -$589K – 195
2024
Q3 		$589K Buy
10,100
+450
+5% +$26.4K 0.02% 92
2024
Q2 		$528K Hold
9,650
– – 0.02% 82
2024
Q1 		$559K Sell
9,650
-123
-1% -$6.79K 0.02% 87
2023
Q4 		$588K Hold
9,773
– – 0.03% 92
2023
Q3 		$531K Sell
9,773
-2,065
-17% -$119K 0.03% 100
2023
Q2 		$578K Sell
11,838
-1,381
-10% -$60.2K 0.03% 102
2023
Q1 		$550K Hold
13,219
– – 0.03% 102
2022
Q4 		$511K Sell
13,219
-77
-0.6% -$2.76K 0.03% 100
2022
Q3 		$426K Hold
13,296
– – 0.02% 109
2022
Q2 		$526K Hold
13,296
– – 0.03% 96
2022
Q1 		$788K Hold
13,296
– – 0.03% 85
2021
Q4 		$692K Buy
+13,296
New +$645K 0.03% 102

Other funds holding JOE

FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
PP
Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Perfromance Wealth Partners's JOE Position: Q4 2024 in Review

Perfromance Wealth Partners sold out of St. Joe Company (JOE) in Q4 2024, closing a stake of 10,100 shares — an estimated $589K sold.

Perfromance Wealth Partners first reported a position in JOE in Q4 2021 and held it in 12 quarters. The position peaked at $788K in Q1 2022. 245 funds tracked by Wall St. Rank hold JOE as of Q4 2024.

  • Perfromance Wealth Partners reported no remaining St. Joe Company position as of Q4 2024 after selling out during the quarter.
  • Perfromance Wealth Partners sold 10,100 St. Joe Company shares in Q4 2024, an estimated $589K.
  • Perfromance Wealth Partners first reported a position in St. Joe Company in Q4 2021 and held it in 12 quarters.
  • Perfromance Wealth Partners's St. Joe Company position peaked at $788K in Q1 2022.
  • 245 funds tracked by Wall St. Rank held St. Joe Company as of Q4 2024.

Based on Perfromance Wealth Partners's 13F filing for Q4 2024, filed 17 Jan 2025.