Tobias Financial Advisors’s JetBlue JBLU Stock Holding History

Tobias Financial 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
2020 Q1	–	Sell	-450	Closed	-$8K	–	166
2019 Q4	$8K	Buy	+450	New	+$8.36K	0.01%	193

Other funds holding JBLU

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Tobias Financial Advisors's JBLU Position: Q1 2020 in Review

Tobias Financial Advisors sold out of JetBlue (JBLU) in Q1 2020, closing a stake of 450 shares — an estimated $8K sold.

Tobias Financial Advisors first reported a position in JBLU in Q4 2019 and held it in 1 quarter. The position peaked at $8K in Q4 2019. 353 funds tracked by Wall St. Rank hold JBLU as of Q1 2020.

Tobias Financial Advisors reported no remaining JetBlue position as of Q1 2020 after selling out during the quarter.
Tobias Financial Advisors sold 450 JetBlue shares in Q1 2020, an estimated $8K.
Tobias Financial Advisors first reported a position in JetBlue in Q4 2019 and held it in 1 quarter.
Tobias Financial Advisors's JetBlue position peaked at $8K in Q4 2019.
353 funds tracked by Wall St. Rank held JetBlue as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.