TCI Wealth Advisors’s JetBlue JBLU Stock Holding History

TCI 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
2023 Q2	–	Sell	-642	Closed	-$4.67K	–	1228
2023 Q1	$4.67K	Buy	642 +590	+1,135%	+$4.66K	﹤0.01%	1576
2022 Q4	$337	Sell	52 -26	-33%	-$190	﹤0.01%	2268
2022 Q3	$1K	Buy	+78	New	+$635	﹤0.01%	2100
2022 Q2	–	Sell	-317	Closed	-$5K	–	2395
2022 Q1	$5K	Sell	317 -48	-13%	-$695	﹤0.01%	1558
2021 Q4	$5K	Buy	365 +16	+5%	+$235	﹤0.01%	1670
2021 Q3	$5K	Sell	349 -11	-3%	-$169	﹤0.01%	1606
2021 Q2	$6K	Sell	360 -466	-56%	-$9.03K	﹤0.01%	1325
2021 Q1	$17K	Buy	826 +477	+137%	+$8.27K	0.01%	628
2020 Q4	$5K	Hold	349	–	–	﹤0.01%	879
2020 Q3	$4K	Buy	349 +163	+88%	+$1.83K	﹤0.01%	854
2020 Q2	$2K	Buy	+186	New	+$1.83K	﹤0.01%	1072
2016 Q2	–	Sell	-250	Closed	-$5K	–	1340
2016 Q1	$5K	Buy	+250	New	+$5.26K	﹤0.01%	715

Other funds holding JBLU

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

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

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

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

DSC

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

TCI Wealth Advisors's JBLU Position: Q2 2023 in Review

TCI Wealth Advisors sold out of JetBlue (JBLU) in Q2 2023, closing a stake of 642 shares — an estimated $4.67K sold.

TCI Wealth Advisors first reported a position in JBLU in Q1 2016 and held it in 12 quarters. The position peaked at $17K in Q1 2021. 337 funds tracked by Wall St. Rank hold JBLU as of Q2 2023.

TCI Wealth Advisors reported no remaining JetBlue position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 642 JetBlue shares in Q2 2023, an estimated $4.67K.
TCI Wealth Advisors first reported a position in JetBlue in Q1 2016 and held it in 12 quarters.
TCI Wealth Advisors's JetBlue position peaked at $17K in Q1 2021.
337 funds tracked by Wall St. Rank held JetBlue as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.