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Sound Income Strategies’s JetBlue JBLU Stock Holding History

Sound Income Strategies’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 		– Sell
-50
Closed -$364 – 1140
2023
Q1 		$364 Buy
+50
New +$395 ﹤0.01% 1011
2021
Q4 		– Sell
-50
Closed -$1K – 864
2021
Q3 		$1K Buy
+50
New +$767 ﹤0.01% 760

Other funds holding JBLU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Sound Income Strategies's JBLU Position: Q2 2023 in Review

Sound Income Strategies sold out of JetBlue (JBLU) in Q2 2023, closing a stake of 50 shares — an estimated $364 sold.

Sound Income Strategies first reported a position in JBLU in Q3 2021 and held it in 2 quarters. The position peaked at $1K in Q3 2021. 339 funds tracked by Wall St. Rank hold JBLU as of Q2 2023.

  • Sound Income Strategies reported no remaining JetBlue position as of Q2 2023 after selling out during the quarter.
  • Sound Income Strategies sold 50 JetBlue shares in Q2 2023, an estimated $364.
  • Sound Income Strategies first reported a position in JetBlue in Q3 2021 and held it in 2 quarters.
  • Sound Income Strategies's JetBlue position peaked at $1K in Q3 2021.
  • 339 funds tracked by Wall St. Rank held JetBlue as of Q2 2023.

Based on Sound Income Strategies's 13F filing for Q2 2023, filed 10 Jul 2023.