Wealthspire Advisors (Maryland)’s Jabil JBL Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-449	Closed	-$12K	–	1259
2019 Q1	$12K	Buy	449 +53	+13%	+$1.42K	﹤0.01%	1461
2018 Q4	$10K	Buy	396 +199	+101%	+$4.86K	﹤0.01%	1467
2018 Q3	$5K	Hold	197	–	–	﹤0.01%	1803
2018 Q2	$5K	Sell	197 -4	-2%	-$112	﹤0.01%	1790
2018 Q1	$6K	Sell	201 -9	-4%	-$245	﹤0.01%	1739
2017 Q4	$6K	Sell	210 -9	-4%	-$255	﹤0.01%	1772
2017 Q3	$6K	Buy	219 +9	+4%	+$272	﹤0.01%	1735
2017 Q2	$6K	Sell	210 -49	-19%	-$1.44K	﹤0.01%	1709
2017 Q1	$7K	Buy	259 +41	+19%	+$1.05K	﹤0.01%	1447
2016 Q4	$5K	Sell	218 -9	-4%	-$196	﹤0.01%	1381
2016 Q3	$5K	Sell	227 -1	-0.4%	-$21	﹤0.01%	1385
2016 Q2	$4K	Buy	228 +68	+43%	+$1.24K	﹤0.01%	1382
2016 Q1	$3K	Sell	160 -3,063	-95%	-$61.8K	﹤0.01%	1453
2015 Q4	$75K	Buy	+3,223	New	+$76.7K	0.01%	602

Other funds holding JBL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Fidelity Investments

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors

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

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Primecap Management

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return