TFC Financial Management’s JetBlue JBLU Stock Holding History

TFC Financial Management’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
2024 Q4	–	Sell	-42	Closed	-$276	–	1004
2024 Q3	$276	Hold	42	–	–	﹤0.01%	724
2024 Q2	$256	Hold	42	–	–	﹤0.01%	711
2024 Q1	$312	Hold	42	–	–	﹤0.01%	683
2023 Q4	$234	Sell	42 -69	-62%	-$323	﹤0.01%	646
2023 Q3	$511	Buy	111 +69	+164%	+$454	﹤0.01%	604
2023 Q2	$373	Hold	42	–	–	﹤0.01%	614
2023 Q1	$306	Hold	42	–	–	﹤0.01%	594
2022 Q4	$272	Hold	42	–	–	﹤0.01%	523
2022 Q3	$0	Hold	42	–	–	﹤0.01%	556
2022 Q2	$0	Sell	42 -400	-90%	-$4.28K	﹤0.01%	547
2022 Q1	$7K	Hold	442	–	–	﹤0.01%	328
2021 Q4	$6K	Buy	442 +401	+978%	+$5.89K	﹤0.01%	375
2021 Q3	$1K	Buy	41 +1	+3%	+$15	﹤0.01%	524
2021 Q2	$1K	Buy	40 +5	+14%	+$97	﹤0.01%	524
2021 Q1	$1K	Hold	35	–	–	﹤0.01%	513
2020 Q4	$1K	Buy	+35	New	+$480	﹤0.01%	501

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Fidelity Investments

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return