Sowell Financial Services’s JetBlue JBLU Stock Holding History

Sowell Financial Services’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
2022 Q1	–	Sell	-15,884	Closed	-$226K	–	350
2021 Q4	$226K	Buy	15,884 +426	+3%	+$6.26K	0.01%	497
2021 Q3	$236K	Buy	+15,458	New	+$237K	0.02%	466
2021 Q2	–	Sell	-907	Closed	-$18K	–	1659
2021 Q1	$18K	Sell	907 -18,401	-95%	-$319K	﹤0.01%	2094
2020 Q4	$281K	Buy	19,308 +16,752	+655%	+$230K	0.01%	719
2020 Q3	$29K	Buy	2,556 +2,256	+752%	+$25.3K	﹤0.01%	1397
2020 Q2	$3K	Buy	+300	New	+$2.96K	﹤0.01%	2046

Other funds holding JBLU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 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 $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's JBLU Position: Q1 2022 in Review

Sowell Financial Services sold out of JetBlue (JBLU) in Q1 2022, closing a stake of 15,884 shares — an estimated $226K sold.

Sowell Financial Services first reported a position in JBLU in Q2 2020 and held it in 6 quarters. The position peaked at $281K in Q4 2020. 397 funds tracked by Wall St. Rank hold JBLU as of Q1 2022.

Sowell Financial Services reported no remaining JetBlue position as of Q1 2022 after selling out during the quarter.
Sowell Financial Services sold 15,884 JetBlue shares in Q1 2022, an estimated $226K.
Sowell Financial Services first reported a position in JetBlue in Q2 2020 and held it in 6 quarters.
Sowell Financial Services's JetBlue position peaked at $281K in Q4 2020.
397 funds tracked by Wall St. Rank held JetBlue as of Q1 2022.

Based on Sowell Financial Services's 13F filing for Q1 2022, filed 13 May 2022.