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Tyler-Stone Wealth Management’s Jabil JBL Stock Holding History

Tyler-Stone Wealth Management’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
Q3 		– Sell
-194
Closed -$21.1K – 635
2024
Q2 		$21.1K Buy
194
+115
+146% +$13.9K 0.01% 513
2024
Q1 		$10.6K Hold
79
– – ﹤0.01% 648
2023
Q4 		$10.1K Hold
79
– – 0.01% 637
2023
Q3 		$10K Hold
79
– – 0.01% 613
2023
Q2 		$9K Buy
+79
New +$6.96K 0.01% 634
2022
Q4 		$5K Hold
79
– – ﹤0.01% 657
2022
Q3 		$5K Hold
79
– – ﹤0.01% 642
2022
Q2 		$4K Hold
79
– – ﹤0.01% 693
2022
Q1 		$5K Hold
79
– – ﹤0.01% 671
2021
Q4 		$6K Buy
+79
New +$4.99K ﹤0.01% 677

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Tyler-Stone Wealth Management's JBL Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Jabil (JBL) in Q3 2024, closing a stake of 194 shares — an estimated $21.1K sold.

Tyler-Stone Wealth Management first reported a position in JBL in Q4 2021 and held it in 10 quarters. The position peaked at $21.1K in Q2 2024. 701 funds tracked by Wall St. Rank hold JBL as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Jabil position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 194 Jabil shares in Q3 2024, an estimated $21.1K.
  • Tyler-Stone Wealth Management first reported a position in Jabil in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Jabil position peaked at $21.1K in Q2 2024.
  • 701 funds tracked by Wall St. Rank held Jabil as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.