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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 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