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Ropes Wealth Advisors’s JetBlue JBLU Stock Holding History

Ropes 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
2021
Q1 		– Sell
-33
Closed – – 514
2020
Q4 		$0 Buy
+33
New +$453 ﹤0.01% 856
2018
Q1 		– Sell
-76
Closed -$2K – 674
2017
Q4 		$2K Hold
76
– – ﹤0.01% 722
2017
Q3 		$1K Buy
+76
New +$1.59K ﹤0.01% 691

Other funds holding JBLU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ropes Wealth Advisors's JBLU Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of JetBlue (JBLU) in Q1 2021, closing a stake of 33 shares.

Ropes Wealth Advisors first reported a position in JBLU in Q3 2017 and held it in 3 quarters. The position peaked at $2K in Q4 2017. 366 funds tracked by Wall St. Rank hold JBLU as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining JetBlue position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 33 JetBlue shares in Q1 2021.
  • Ropes Wealth Advisors first reported a position in JetBlue in Q3 2017 and held it in 3 quarters.
  • Ropes Wealth Advisors's JetBlue position peaked at $2K in Q4 2017.
  • 366 funds tracked by Wall St. Rank held JetBlue as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.