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Wealthcare Advisory Partners’s St. Joe Company JOE Stock Holding History

Wealthcare Advisory Partners’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
2026
Q2 		– Sell
-3,450
Closed -$217K – 1126
2026
Q1 		$217K Hold
3,450
– – ﹤0.01% 993
2025
Q4 		$205K Buy
+3,450
New +$193K ﹤0.01% 1010
2024
Q4 		– Sell
-4,776
Closed -$278K – 913
2024
Q3 		$278K Hold
4,776
– – 0.01% 742
2024
Q2 		$261K Sell
4,776
-505
-10% -$28.4K 0.01% 719
2024
Q1 		$306K Buy
5,281
+22
+0.4% +$1.22K 0.01% 665
2023
Q4 		$316K Buy
5,259
+220
+4% +$11.6K 0.01% 594
2023
Q3 		$274K Hold
5,039
– – 0.01% 574
2023
Q2 		$244K Buy
5,039
+1
+0% +$44 0.01% 625
2023
Q1 		$210K Buy
+5,038
New +$216K 0.01% 675
2022
Q3 		– Sell
-5,050
Closed -$200K – 617
2022
Q2 		$200K Hold
5,050
– – 0.01% 534
2022
Q1 		$299K Buy
5,050
+525
+12% +$27.2K 0.02% 415
2021
Q4 		$236K Buy
+4,525
New +$219K 0.01% 503
2021
Q2 		– Sell
-3,325
Closed -$143K – 1230
2021
Q1 		$143K Buy
+3,325
New +$159K 0.01% 564
2020
Q3 		– Sell
-13,840
Closed -$269K – 365
2020
Q2 		$269K Buy
13,840
+1,000
+8% +$18.4K 0.03% 259
2020
Q1 		$215K Hold
12,840
– – 0.03% 255
2019
Q4 		$255K Hold
12,840
– – 0.03% 259
2019
Q3 		$220K Sell
12,840
-1,500
-10% -$26.6K 0.03% 261
2019
Q2 		$248K Buy
14,340
+12,840
+856% +$215K 0.04% 238
2019
Q1 		$25K Buy
+1,500
New +$23.1K ﹤0.01% 605

Other funds holding JOE

FCM
Fairholme Capital Management South Miami, Florida $1.49B AUM 28.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $314M AUM 48.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealthcare Advisory Partners's JOE Position: Q2 2026 in Review

Wealthcare Advisory Partners sold out of St. Joe Company (JOE) in Q2 2026, closing a stake of 3,450 shares — an estimated $217K sold.

Wealthcare Advisory Partners first reported a position in JOE in Q1 2019 and held it in 19 quarters. The position peaked at $316K in Q4 2023. 321 funds tracked by Wall St. Rank hold JOE as of Q2 2026.

  • Wealthcare Advisory Partners reported no remaining St. Joe Company position as of Q2 2026 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 3,450 St. Joe Company shares in Q2 2026, an estimated $217K.
  • Wealthcare Advisory Partners first reported a position in St. Joe Company in Q1 2019 and held it in 19 quarters.
  • Wealthcare Advisory Partners's St. Joe Company position peaked at $316K in Q4 2023.
  • 321 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.