RA
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Rise Advisors’s St. Joe Company JOE Stock Holding History

Rise Advisors’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
Q4 		– Sell
-2
Closed -$110 – 784
2025
Q3 		$110 Hold
2
– – ﹤0.01% 1483
2025
Q2 		$106 Hold
2
– – ﹤0.01% 1500
2025
Q1 		$104 Sell
2
-229
-99% -$10.7K ﹤0.01% 1452
2024
Q4 		$10.4K Hold
231
– – 0.01% 976
2024
Q3 		$13.4K Buy
231
+1
+0.4% +$59 0.01% 920
2024
Q2 		$12.6K Buy
230
+1
+0.4% +$56 0.01% 915
2024
Q1 		$13.3K Buy
+229
New +$12.6K 0.01% 942
2023
Q1 		– Sell
-281
Closed -$10.9K – 821
2022
Q4 		$10.9K Buy
281
+1
+0.4% +$36 0.01% 340
2022
Q3 		$9K Hold
280
– – 0.01% 353
2022
Q2 		$11K Hold
280
– – 0.01% 330
2022
Q1 		$17K Hold
280
– – 0.02% 265
2021
Q4 		$14.6K Buy
+280
New +$13.6K 0.01% 282

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State Street
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Dimensional Fund Advisors
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Select Equity Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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