WealthPLAN Partners’s JetBlue JBLU Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-1,585	Closed	-$14K	–	731
2023 Q2	$14K	Hold	1,585	–	–	﹤0.01%	739
2023 Q1	$11.5K	Buy	+1,585	New	+$12.5K	﹤0.01%	828
2017 Q2	–	Sell	-350	Closed	-$7.2K	–	307
2017 Q1	$7.2K	Buy	+350	New	+$7.14K	0.03%	308
2016 Q3	$9.95K	Buy	558 +350	+168%	+$5.98K	﹤0.01%	603
2016 Q2	$3.44K	Buy	+208	New	+$3.87K	﹤0.01%	2102
2015 Q4	$8.11K	Buy	+358	New	+$8.92K	﹤0.01%	1212

Other funds holding JBLU

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

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

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

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

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's JBLU Position: Q3 2023 in Review

WealthPLAN Partners sold out of JetBlue (JBLU) in Q3 2023, closing a stake of 1,585 shares — an estimated $14K sold.

WealthPLAN Partners first reported a position in JBLU in Q4 2015 and held it in 6 quarters. The position peaked at $14K in Q2 2023. 321 funds tracked by Wall St. Rank hold JBLU as of Q3 2023.

WealthPLAN Partners reported no remaining JetBlue position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 1,585 JetBlue shares in Q3 2023, an estimated $14K.
WealthPLAN Partners first reported a position in JetBlue in Q4 2015 and held it in 6 quarters.
WealthPLAN Partners's JetBlue position peaked at $14K in Q2 2023.
321 funds tracked by Wall St. Rank held JetBlue as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.