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Valeo Financial Advisors’s JetBlue JBLU Stock Holding History

Valeo 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
Q3 		– Sell
-43
Closed – – 1872
2020
Q2 		$0 Buy
+43
New +$424 ﹤0.01% 2087
2018
Q1 		– Sell
-5
Closed – – 1574
2017
Q4 		$0 Buy
+5
New +$102 ﹤0.01% 1407

Other funds holding JBLU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

Valeo Financial Advisors's JBLU Position: Q3 2020 in Review

Valeo Financial Advisors sold out of JetBlue (JBLU) in Q3 2020, closing a stake of 43 shares.

Valeo Financial Advisors first reported a position in JBLU in Q4 2017 and held it in 2 quarters. The position peaked at $0 in Q2 2020. 308 funds tracked by Wall St. Rank hold JBLU as of Q3 2020.

  • Valeo Financial Advisors reported no remaining JetBlue position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 43 JetBlue shares in Q3 2020.
  • Valeo Financial Advisors first reported a position in JetBlue in Q4 2017 and held it in 2 quarters.
  • Valeo Financial Advisors's JetBlue position peaked at $0 in Q2 2020.
  • 308 funds tracked by Wall St. Rank held JetBlue as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.