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Private Wealth Management Group’s St. Joe Company JOE Stock Holding History

Private Wealth Management Group’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
2025
Q2 		– Sell
-12
Closed -$564 – 1546
2025
Q1 		$564 Buy
+12
New +$561 ﹤0.01% 1382

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Private Wealth Management Group's JOE Position: Q2 2025 in Review

Private Wealth Management Group sold out of St. Joe Company (JOE) in Q2 2025, closing a stake of 12 shares — an estimated $564 sold.

Private Wealth Management Group first reported a position in JOE in Q1 2025 and held it in 1 quarter. The position peaked at $564 in Q1 2025. 271 funds tracked by Wall St. Rank hold JOE as of Q2 2025.

  • Private Wealth Management Group reported no remaining St. Joe Company position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 12 St. Joe Company shares in Q2 2025, an estimated $564.
  • Private Wealth Management Group first reported a position in St. Joe Company in Q1 2025 and held it in 1 quarter.
  • Private Wealth Management Group's St. Joe Company position peaked at $564 in Q1 2025.
  • 271 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.