Sage Mountain Advisors’s JetBlue JBLU Stock Holding History

Sage Mountain 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
2023 Q1	–	Sell	-27	Closed	-$175	–	337
2022 Q4	$175	Sell	27 -215	-89%	-$1.57K	﹤0.01%	291
2022 Q3	$2K	Buy	+242	New	+$1.97K	﹤0.01%	370

Other funds holding JBLU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Sage Mountain Advisors's JBLU Position: Q1 2023 in Review

Sage Mountain Advisors sold out of JetBlue (JBLU) in Q1 2023, closing a stake of 27 shares — an estimated $175 sold.

Sage Mountain Advisors first reported a position in JBLU in Q3 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 336 funds tracked by Wall St. Rank hold JBLU as of Q1 2023.

Sage Mountain Advisors reported no remaining JetBlue position as of Q1 2023 after selling out during the quarter.
Sage Mountain Advisors sold 27 JetBlue shares in Q1 2023, an estimated $175.
Sage Mountain Advisors first reported a position in JetBlue in Q3 2022 and held it in 2 quarters.
Sage Mountain Advisors's JetBlue position peaked at $2K in Q3 2022.
336 funds tracked by Wall St. Rank held JetBlue as of Q1 2023.

Based on Sage Mountain Advisors's 13F filing for Q1 2023, filed 25 Apr 2023.