SOA Wealth Advisors’s JetBlue JBLU Stock Holding History

SOA Wealth 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	-250	Closed	-$1.85K	–	887
2024 Q1	$1.85K	Hold	250	–	–	﹤0.01%	714
2023 Q4	$1.39K	Hold	250	–	–	﹤0.01%	730
2023 Q3	$1.15K	Hold	250	–	–	﹤0.01%	761
2023 Q2	$2.21K	Hold	250	–	–	﹤0.01%	717
2023 Q1	$1.82K	Hold	250	–	–	﹤0.01%	740
2022 Q4	$1.62K	Hold	250	–	–	﹤0.01%	754
2022 Q3	$1K	Hold	250	–	–	﹤0.01%	778
2022 Q2	$2K	Buy	+250	New	+$2.67K	﹤0.01%	701
2022 Q1	–	Sell	-250	Closed	-$3K	–	951
2021 Q4	$3K	Hold	250	–	–	﹤0.01%	727
2021 Q3	$3K	Hold	250	–	–	﹤0.01%	746
2021 Q2	$4K	Hold	250	–	–	﹤0.01%	692
2021 Q1	$5K	Sell	250 -918	-79%	-$15.9K	﹤0.01%	621
2020 Q4	$19K	Buy	+1,168	New	+$16K	0.01%	414

Other funds holding JBLU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SOA Wealth Advisors's JBLU Position: Q2 2024 in Review

SOA Wealth Advisors sold out of JetBlue (JBLU) in Q2 2024, closing a stake of 250 shares — an estimated $1.85K sold.

SOA Wealth Advisors first reported a position in JBLU in Q4 2020 and held it in 13 quarters. The position peaked at $19K in Q4 2020. 335 funds tracked by Wall St. Rank hold JBLU as of Q2 2024.

SOA Wealth Advisors reported no remaining JetBlue position as of Q2 2024 after selling out during the quarter.
SOA Wealth Advisors sold 250 JetBlue shares in Q2 2024, an estimated $1.85K.
SOA Wealth Advisors first reported a position in JetBlue in Q4 2020 and held it in 13 quarters.
SOA Wealth Advisors's JetBlue position peaked at $19K in Q4 2020.
335 funds tracked by Wall St. Rank held JetBlue as of Q2 2024.

Based on SOA Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.