WealthPLAN Partners’s Jabil JBL Stock Holding History

WealthPLAN Partners’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
2023 Q2	–	Sell	-900	Closed	-$79.3K	–	1331
2023 Q1	$79.3K	Buy	+900	New	+$72.5K	0.01%	468

Other funds holding JBL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WealthPLAN Partners's JBL Position: Q2 2023 in Review

WealthPLAN Partners sold out of Jabil (JBL) in Q2 2023, closing a stake of 900 shares — an estimated $79.3K sold.

WealthPLAN Partners first reported a position in JBL in Q1 2023 and held it in 1 quarter. The position peaked at $79.3K in Q1 2023. 587 funds tracked by Wall St. Rank hold JBL as of Q2 2023.

WealthPLAN Partners reported no remaining Jabil position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 900 Jabil shares in Q2 2023, an estimated $79.3K.
WealthPLAN Partners first reported a position in Jabil in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's Jabil position peaked at $79.3K in Q1 2023.
587 funds tracked by Wall St. Rank held Jabil as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.