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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 $5.7T AUM 30.48% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return