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Piershale Financial Group’s JetBlue JBLU Stock Holding History

Piershale Financial Group’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
2023
Q2 		$886 Hold
100
– – ﹤0.01% 247
2023
Q1 		$728 Hold
100
– – ﹤0.01% 276
2022
Q4 		$648 Buy
+100
New +$731 ﹤0.01% 286
2016
Q1 		– Sell
-1,850
Closed -$42K – 172
2015
Q4 		$42K Buy
+1,850
New +$46.1K 0.03% 41

Other funds holding JBLU

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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Piershale Financial Group's JBLU Position: Q2 2023 in Review

Piershale Financial Group held its JetBlue (JBLU) position steady in Q2 2023 at 100 shares worth $886. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Piershale Financial Group first reported a position in JBLU in Q4 2015 and has held it in 4 quarters since. The position peaked at $42K in Q4 2015. 339 funds tracked by Wall St. Rank hold JBLU as of Q2 2023.

  • Piershale Financial Group held 100 shares of JetBlue worth $886 as of Q2 2023.
  • Piershale Financial Group left its JetBlue share count unchanged in Q2 2023.
  • JetBlue made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #247 holding.
  • Piershale Financial Group first reported a position in JetBlue in Q4 2015 and has held it in 4 quarters since.
  • Piershale Financial Group's JetBlue position peaked at $42K in Q4 2015.
  • 339 funds tracked by Wall St. Rank held JetBlue as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.