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RPg Family Wealth Advisory’s Jabil JBL Stock Holding History

RPg Family Wealth Advisory’s Portfolio JBL Stock Details JBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-49,578
Closed -$6.64M – 117
2024
Q1 		$6.64M Buy
49,578
+1,559
+3% +$209K 2.1% 17
2023
Q4 		$6.12M Buy
48,019
+1,762
+4% +$224K 2.26% 13
2023
Q3 		$5.87M Sell
46,257
-11,694
-20% -$1.28M 2.41% 8
2023
Q2 		$6.25M Buy
+57,951
New +$5.1M 2.51% 10

Other funds holding JBL

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
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RPg Family Wealth Advisory's JBL Position: Q2 2024 in Review

RPg Family Wealth Advisory sold out of Jabil (JBL) in Q2 2024, closing a stake of 49,578 shares — an estimated $6.64M sold.

RPg Family Wealth Advisory first reported a position in JBL in Q2 2023 and held it in 4 quarters. The position peaked at $6.64M in Q1 2024. 682 funds tracked by Wall St. Rank hold JBL as of Q2 2024.

  • RPg Family Wealth Advisory reported no remaining Jabil position as of Q2 2024 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 49,578 Jabil shares in Q2 2024, an estimated $6.64M.
  • RPg Family Wealth Advisory first reported a position in Jabil in Q2 2023 and held it in 4 quarters.
  • RPg Family Wealth Advisory's Jabil position peaked at $6.64M in Q1 2024.
  • 682 funds tracked by Wall St. Rank held Jabil as of Q2 2024.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2024, filed 12 Aug 2024.