TRUE Private Wealth Advisors’s JetBlue JBLU Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-725	Closed	-$10K	–	474
2020 Q4	$10K	Hold	725	–	–	﹤0.01%	533
2020 Q3	$8K	Hold	725	–	–	﹤0.01%	520
2020 Q2	$7K	Hold	725	–	–	﹤0.01%	524
2020 Q1	$6K	Hold	725	–	–	﹤0.01%	503
2019 Q4	$13K	Buy	+725	New	+$13.5K	﹤0.01%	554
2019 Q3	–	Sell	-725	Closed	-$13K	–	488
2019 Q2	$13K	Buy	+725	New	+$13K	﹤0.01%	516
2018 Q4	–	Sell	-725	Closed	-$14K	–	598
2018 Q3	$14K	Buy	+725	New	+$13.7K	﹤0.01%	678

Other funds holding JBLU

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

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

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DSC

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

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

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

TRUE Private Wealth Advisors's JBLU Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of JetBlue (JBLU) in Q1 2021, closing a stake of 725 shares — an estimated $10K sold.

TRUE Private Wealth Advisors first reported a position in JBLU in Q3 2018 and held it in 7 quarters. The position peaked at $14K in Q3 2018. 366 funds tracked by Wall St. Rank hold JBLU as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining JetBlue position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 725 JetBlue shares in Q1 2021, an estimated $10K.
TRUE Private Wealth Advisors first reported a position in JetBlue in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's JetBlue position peaked at $14K in Q3 2018.
366 funds tracked by Wall St. Rank held JetBlue as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.