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Selective Wealth Management’s St. Joe Company JOE Stock Holding History

Selective Wealth Management’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
2022
Q1 		– Sell
-100
Closed -$5K – 763
2021
Q4 		$5K Hold
100
– – ﹤0.01% 549
2021
Q3 		$4K Hold
100
– – ﹤0.01% 507
2021
Q2 		$4K Hold
100
– – ﹤0.01% 422
2021
Q1 		$4K Hold
100
– – ﹤0.01% 326
2020
Q4 		$4K Hold
100
– – ﹤0.01% 303
2020
Q3 		$2K Hold
100
– – ﹤0.01% 285
2020
Q2 		$2K Buy
+100
New +$1.84K ﹤0.01% 381

Other funds holding JOE

FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Selective Wealth Management's JOE Position: Q1 2022 in Review

Selective Wealth Management sold out of St. Joe Company (JOE) in Q1 2022, closing a stake of 100 shares — an estimated $5K sold.

Selective Wealth Management first reported a position in JOE in Q2 2020 and held it in 7 quarters. The position peaked at $5K in Q4 2021. 202 funds tracked by Wall St. Rank hold JOE as of Q1 2022.

  • Selective Wealth Management reported no remaining St. Joe Company position as of Q1 2022 after selling out during the quarter.
  • Selective Wealth Management sold 100 St. Joe Company shares in Q1 2022, an estimated $5K.
  • Selective Wealth Management first reported a position in St. Joe Company in Q2 2020 and held it in 7 quarters.
  • Selective Wealth Management's St. Joe Company position peaked at $5K in Q4 2021.
  • 202 funds tracked by Wall St. Rank held St. Joe Company as of Q1 2022.

Based on Selective Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.