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Wealthspire Advisors (Maryland)’s JetBlue JBLU Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,633
Closed -$27K – 1232
2019
Q1 		$27K Buy
1,633
+70
+4% +$1.2K ﹤0.01% 1154
2018
Q4 		$25K Buy
1,563
+1,393
+819% +$24.3K ﹤0.01% 1119
2018
Q3 		$3K Buy
170
+1
+0.6% +$19 ﹤0.01% 2038
2018
Q2 		$3K Sell
169
-105
-38% -$2.02K ﹤0.01% 2015
2018
Q1 		$6K Buy
274
+40
+17% +$850 ﹤0.01% 1738
2017
Q4 		$5K Buy
234
+121
+107% +$2.47K ﹤0.01% 1831
2017
Q3 		$2K Sell
113
-235
-68% -$4.93K ﹤0.01% 1989
2017
Q2 		$8K Buy
348
+154
+79% +$3.38K ﹤0.01% 1621
2017
Q1 		$4K Buy
194
+123
+173% +$2.51K ﹤0.01% 1565
2016
Q4 		$2K Sell
71
-300
-81% -$5.93K ﹤0.01% 1555
2016
Q3 		$6K Hold
371
– – ﹤0.01% 1359
2016
Q2 		$6K Sell
371
-69
-16% -$1.28K ﹤0.01% 1300
2016
Q1 		$9K Buy
440
+369
+520% +$7.76K ﹤0.01% 1209
2015
Q4 		$2K Buy
+71
New +$1.77K ﹤0.01% 1526

Other funds holding JBLU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s JBLU Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of JetBlue (JBLU) in Q2 2019, closing a stake of 1,633 shares — an estimated $27K sold.

Wealthspire Advisors (Maryland) first reported a position in JBLU in Q4 2015 and held it in 14 quarters. The position peaked at $27K in Q1 2019. 355 funds tracked by Wall St. Rank hold JBLU as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining JetBlue position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,633 JetBlue shares in Q2 2019, an estimated $27K.
  • Wealthspire Advisors (Maryland) first reported a position in JetBlue in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s JetBlue position peaked at $27K in Q1 2019.
  • 355 funds tracked by Wall St. Rank held JetBlue as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.