Stonebridge Financial Planning Group’s JetBlue JBLU Stock Holding History

Stonebridge Financial Planning Group’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
2021 Q4	–	Sell	-594	Closed	-$9K	–	414
2021 Q3	$9K	Sell	594 -310	-34%	-$4.76K	﹤0.01%	350
2021 Q2	$15K	Hold	904	–	–	0.01%	327
2021 Q1	$19K	Hold	904	–	–	0.01%	307
2020 Q4	$13K	Hold	904	–	–	0.01%	311
2020 Q3	$11K	Hold	904	–	–	0.01%	312
2020 Q2	$10K	Buy	904 +300	+50%	+$2.96K	0.01%	316
2020 Q1	$5K	Buy	604 +10	+2%	+$166	0.01%	358
2019 Q4	$11K	Buy	+594	New	+$11K	0.01%	284

Other funds holding JBLU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Stonebridge Financial Planning Group's JBLU Position: Q4 2021 in Review

Stonebridge Financial Planning Group sold out of JetBlue (JBLU) in Q4 2021, closing a stake of 594 shares — an estimated $9K sold.

Stonebridge Financial Planning Group first reported a position in JBLU in Q4 2019 and held it in 8 quarters. The position peaked at $19K in Q1 2021. 391 funds tracked by Wall St. Rank hold JBLU as of Q4 2021.

Stonebridge Financial Planning Group reported no remaining JetBlue position as of Q4 2021 after selling out during the quarter.
Stonebridge Financial Planning Group sold 594 JetBlue shares in Q4 2021, an estimated $9K.
Stonebridge Financial Planning Group first reported a position in JetBlue in Q4 2019 and held it in 8 quarters.
Stonebridge Financial Planning Group's JetBlue position peaked at $19K in Q1 2021.
391 funds tracked by Wall St. Rank held JetBlue as of Q4 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q4 2021, filed 2 Feb 2022.