Sage Private Wealth Group’s JetBlue JBLU Stock Holding History

Sage Private Wealth Group’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
2022 Q4	–	Sell	-6,172	Closed	-$41K	–	122
2022 Q3	$41K	Hold	6,172	–	–	0.05%	87
2022 Q2	$52K	Hold	6,172	–	–	0.07%	81
2022 Q1	$92K	Hold	6,172	–	–	0.09%	73
2021 Q4	$87K	Hold	6,172	–	–	0.11%	68
2021 Q3	$94K	Hold	6,172	–	–	0.13%	64
2021 Q2	$104K	Hold	6,172	–	–	0.14%	63
2021 Q1	$126K	Hold	6,172	–	–	0.22%	60
2020 Q4	$90K	Buy	+6,172	New	+$84.7K	0.25%	60

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

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

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

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 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

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Sage Private Wealth Group's JBLU Position: Q4 2022 in Review

Sage Private Wealth Group sold out of JetBlue (JBLU) in Q4 2022, closing a stake of 6,172 shares — an estimated $41K sold.

Sage Private Wealth Group first reported a position in JBLU in Q4 2020 and held it in 8 quarters. The position peaked at $126K in Q1 2021. 361 funds tracked by Wall St. Rank hold JBLU as of Q4 2022.

Sage Private Wealth Group reported no remaining JetBlue position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 6,172 JetBlue shares in Q4 2022, an estimated $41K.
Sage Private Wealth Group first reported a position in JetBlue in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's JetBlue position peaked at $126K in Q1 2021.
361 funds tracked by Wall St. Rank held JetBlue as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.