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Tyler-Stone Wealth Management’s JetBlue JBLU Stock Holding History

Tyler-Stone Wealth Management’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
2024
Q1 		– Sell
-38
Closed -$211 – 983
2023
Q4 		$211 Buy
+38
New +$178 ﹤0.01% 918

Other funds holding JBLU

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IC
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

Tyler-Stone Wealth Management's JBLU Position: Q1 2024 in Review

Tyler-Stone Wealth Management sold out of JetBlue (JBLU) in Q1 2024, closing a stake of 38 shares — an estimated $211 sold.

Tyler-Stone Wealth Management first reported a position in JBLU in Q4 2023 and held it in 1 quarter. The position peaked at $211 in Q4 2023. 340 funds tracked by Wall St. Rank hold JBLU as of Q1 2024.

  • Tyler-Stone Wealth Management reported no remaining JetBlue position as of Q1 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 38 JetBlue shares in Q1 2024, an estimated $211.
  • Tyler-Stone Wealth Management first reported a position in JetBlue in Q4 2023 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's JetBlue position peaked at $211 in Q4 2023.
  • 340 funds tracked by Wall St. Rank held JetBlue as of Q1 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.