Wealth Alliance’s Jabil JBL Stock Holding History

Wealth Alliance’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 Q2	–	Sell	-1,548	Closed	-$207K	–	532
2024 Q1	$207K	Sell	1,548 -31	-2%	-$4.16K	0.03%	487
2023 Q4	$201K	Buy	+1,579	New	+$201K	0.03%	485

Other funds holding JBL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealth Alliance's JBL Position: Q2 2024 in Review

Wealth Alliance sold out of Jabil (JBL) in Q2 2024, closing a stake of 1,548 shares — an estimated $207K sold.

Wealth Alliance first reported a position in JBL in Q4 2023 and held it in 2 quarters. The position peaked at $207K in Q1 2024. 682 funds tracked by Wall St. Rank hold JBL as of Q2 2024.

Wealth Alliance reported no remaining Jabil position as of Q2 2024 after selling out during the quarter.
Wealth Alliance sold 1,548 Jabil shares in Q2 2024, an estimated $207K.
Wealth Alliance first reported a position in Jabil in Q4 2023 and held it in 2 quarters.
Wealth Alliance's Jabil position peaked at $207K in Q1 2024.
682 funds tracked by Wall St. Rank held Jabil as of Q2 2024.

Based on Wealth Alliance's 13F filing for Q2 2024, filed 9 Aug 2024.