TWP
JBL icon

TFO Wealth Partners’s Jabil JBL Stock Holding History

TFO Wealth Partners’s Portfolio JBL Stock Details JBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8
Closed -$1.07K – 411
2024
Q1 		$1.07K Hold
8
– – ﹤0.01% 155
2023
Q4 		$1.02K Sell
8
-8
-50% -$1.02K ﹤0.01% 197
2023
Q3 		$1.73K Buy
16
+8
+100% +$875 ﹤0.01% 218
2023
Q2 		$863 Hold
8
– – ﹤0.01% 216
2023
Q1 		$705 Sell
8
-83
-91% -$6.68K ﹤0.01% 199
2022
Q4 		$7.62K Buy
+91
New +$6.01K ﹤0.01% 134

Other funds holding JBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TFO Wealth Partners's JBL Position: Q2 2024 in Review

TFO Wealth Partners sold out of Jabil (JBL) in Q2 2024, closing a stake of 8 shares — an estimated $1.07K sold.

TFO Wealth Partners first reported a position in JBL in Q4 2022 and held it in 6 quarters. The position peaked at $7.62K in Q4 2022. 683 funds tracked by Wall St. Rank hold JBL as of Q2 2024.

  • TFO Wealth Partners reported no remaining Jabil position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 8 Jabil shares in Q2 2024, an estimated $1.07K.
  • TFO Wealth Partners first reported a position in Jabil in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Jabil position peaked at $7.62K in Q4 2022.
  • 683 funds tracked by Wall St. Rank held Jabil as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.