Silicon Hills Wealth Management’s JetBlue JBLU Stock Holding History

Silicon Hills Wealth Management’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 Q2	$185K	Hold	20,876	–	–	0.1%	84
2023 Q1	$152K	Hold	20,876	–	–	0.09%	82
2022 Q4	$135K	Sell	20,876 -1,479	-7%	-$10.8K	0.1%	91
2022 Q3	$148K	Hold	22,355	–	–	0.12%	89
2022 Q2	$187K	Hold	22,355	–	–	0.14%	94
2022 Q1	$334K	Hold	22,355	–	–	0.21%	85
2021 Q4	$318K	Hold	22,355	–	–	0.2%	93
2021 Q3	$342K	Hold	22,355	–	–	0.23%	84
2021 Q2	$375K	Sell	22,355 -555	-2%	-$10.8K	0.29%	67
2021 Q1	$466K	Buy	22,910 +478	+2%	+$8.28K	0.42%	61
2020 Q4	$326K	Buy	+22,432	New	+$308K	0.3%	66

Other funds holding JBLU

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

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

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

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

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Silicon Hills Wealth Management's JBLU Position: Q2 2023 in Review

Silicon Hills Wealth Management held its JetBlue (JBLU) position steady in Q2 2023 at 20,876 shares worth $185K. The position accounts for 0.1% of the portfolio, ranked #84.

Silicon Hills Wealth Management first reported a position in JBLU in Q4 2020 and has held it in 11 quarters since. The position peaked at $466K in Q1 2021. 339 funds tracked by Wall St. Rank hold JBLU as of Q2 2023.

Silicon Hills Wealth Management held 20,876 shares of JetBlue worth $185K as of Q2 2023.
Silicon Hills Wealth Management left its JetBlue share count unchanged in Q2 2023.
JetBlue made up 0.1% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #84 holding.
Silicon Hills Wealth Management first reported a position in JetBlue in Q4 2020 and has held it in 11 quarters since.
Silicon Hills Wealth Management's JetBlue position peaked at $466K in Q1 2021.
339 funds tracked by Wall St. Rank held JetBlue as of Q2 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.