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 $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

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return