Wealthcare Advisory Partners’s JetBlue JBLU Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-6,666	Closed	-$136K	–	1220
2021 Q1	$136K	Buy	+6,666	New	+$116K	0.01%	576
2020 Q2	–	Sell	-549	Closed	-$5K	–	875
2020 Q1	$5K	Hold	549	–	–	﹤0.01%	1104
2019 Q4	$10K	Hold	549	–	–	﹤0.01%	941
2019 Q3	$9K	Sell	549 -1	-0.2%	-$18	﹤0.01%	946
2019 Q2	$10K	Hold	550	–	–	﹤0.01%	902
2019 Q1	$9K	Sell	550 -564	-51%	-$9.65K	﹤0.01%	839
2018 Q4	$18K	Hold	1,114	–	–	﹤0.01%	653
2018 Q3	$22K	Hold	1,114	–	–	﹤0.01%	647
2018 Q2	$21K	Buy	1,114 +533	+92%	+$10.3K	﹤0.01%	657
2018 Q1	$12K	Sell	581 -30	-5%	-$638	﹤0.01%	687
2017 Q4	$14K	Hold	611	–	–	﹤0.01%	603
2017 Q3	$11K	Buy	+611	New	+$12.8K	﹤0.01%	522

Other funds holding JBLU

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wealthcare Advisory Partners's JBLU Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of JetBlue (JBLU) in Q2 2021, closing a stake of 6,666 shares — an estimated $136K sold.

Wealthcare Advisory Partners first reported a position in JBLU in Q3 2017 and held it in 12 quarters. The position peaked at $136K in Q1 2021. 377 funds tracked by Wall St. Rank hold JBLU as of Q2 2021.

Wealthcare Advisory Partners reported no remaining JetBlue position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 6,666 JetBlue shares in Q2 2021, an estimated $136K.
Wealthcare Advisory Partners first reported a position in JetBlue in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's JetBlue position peaked at $136K in Q1 2021.
377 funds tracked by Wall St. Rank held JetBlue as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.