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Waverly Advisors’s St. Joe Company JOE Stock Holding History

Waverly Advisors’s Portfolio JOE Stock Details JOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-25,804
Closed -$1.23M – 1304
2025
Q2 		$1.23M Sell
25,804
-373
-1% -$16.7K 0.01% 572
2025
Q1 		$1.23M Buy
+26,177
New +$1.22M 0.02% 567

Other funds holding JOE

FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return

Waverly Advisors's JOE Position: Q3 2025 in Review

Waverly Advisors sold out of St. Joe Company (JOE) in Q3 2025, closing a stake of 25,804 shares — an estimated $1.23M sold.

Waverly Advisors first reported a position in JOE in Q1 2025 and held it in 2 quarters. The position peaked at $1.23M in Q2 2025. 275 funds tracked by Wall St. Rank hold JOE as of Q3 2025.

  • Waverly Advisors reported no remaining St. Joe Company position as of Q3 2025 after selling out during the quarter.
  • Waverly Advisors sold 25,804 St. Joe Company shares in Q3 2025, an estimated $1.23M.
  • Waverly Advisors first reported a position in St. Joe Company in Q1 2025 and held it in 2 quarters.
  • Waverly Advisors's St. Joe Company position peaked at $1.23M in Q2 2025.
  • 275 funds tracked by Wall St. Rank held St. Joe Company as of Q3 2025.

Based on Waverly Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.