SWM
JOBY icon

Sugarloaf Wealth Management’s Joby Aviation JOBY Stock Holding History

Sugarloaf Wealth Management’s Portfolio JOBY Stock Details JOBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,000
Closed -$10.3K – 691
2023
Q2 		$10.3K Buy
+1,000
New +$5.42K ﹤0.01% 473

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $2.44B AUM 10.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sugarloaf Wealth Management's JOBY Position: Q3 2023 in Review

Sugarloaf Wealth Management sold out of Joby Aviation (JOBY) in Q3 2023, closing a stake of 1,000 shares — an estimated $10.3K sold.

Sugarloaf Wealth Management first reported a position in JOBY in Q2 2023 and held it in 1 quarter. The position peaked at $10.3K in Q2 2023. 216 funds tracked by Wall St. Rank hold JOBY as of Q3 2023.

  • Sugarloaf Wealth Management reported no remaining Joby Aviation position as of Q3 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1,000 Joby Aviation shares in Q3 2023, an estimated $10.3K.
  • Sugarloaf Wealth Management first reported a position in Joby Aviation in Q2 2023 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Joby Aviation position peaked at $10.3K in Q2 2023.
  • 216 funds tracked by Wall St. Rank held Joby Aviation as of Q3 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.