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Simon Quick Advisors’s JetBlue JBLU Stock Holding History

Simon Quick 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
2024
Q2 		– Sell
-26,466
Closed -$196K – 422
2024
Q1 		$196K Buy
26,466
+10,000
+61% +$62.1K 0.01% 390
2023
Q4 		$91.4K Buy
16,466
+955
+6% +$4.47K 0.01% 336
2023
Q3 		$71.4K Sell
15,511
-90
-0.6% -$592 0.01% 344
2023
Q2 		$138K Buy
15,601
+222
+1% +$1.61K 0.01% 275
2023
Q1 		$112K Buy
15,379
+379
+3% +$2.99K 0.01% 267
2022
Q4 		$97.2K Sell
15,000
-249
-2% -$1.82K 0.01% 235
2022
Q3 		$101K Buy
15,249
+249
+2% +$2.03K 0.01% 192
2022
Q2 		$130K Buy
+15,000
New +$160K 0.02% 168
2018
Q1 		– Sell
-355
Closed -$7K – 369
2017
Q4 		$7K Hold
355
– – ﹤0.01% 350
2017
Q3 		$7K Sell
355
-1,045
-75% -$21.9K ﹤0.01% 448
2017
Q2 		$32K Buy
+1,400
New +$30.8K 0.02% 149

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Vanguard Group
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Dimensional Fund Advisors
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IC
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return