WAM
JOE icon

Wealthspire Advisors (Maryland)’s St. Joe Company JOE Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q2 		– Sell
-300
Closed -$6K – 2502
2018
Q1 		$6K Hold
300
– – ﹤0.01% 1740
2017
Q4 		$5K Hold
300
– – ﹤0.01% 1833
2017
Q3 		$6K Hold
300
– – ﹤0.01% 1736
2017
Q2 		$6K Hold
300
– – ﹤0.01% 1712
2017
Q1 		$5K Buy
+300
New +$5.13K ﹤0.01% 1517
2016
Q4 		– Sell
-105
Closed -$2K – 1802
2016
Q3 		$2K Hold
105
– – ﹤0.01% 1553
2016
Q2 		$2K Buy
+105
New +$1.79K ﹤0.01% 1519

Other funds holding JOE

FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s JOE Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of St. Joe Company (JOE) in Q2 2018, closing a stake of 300 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in JOE in Q2 2016 and held it in 7 quarters. The position peaked at $6K in Q1 2018. 124 funds tracked by Wall St. Rank hold JOE as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining St. Joe Company position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 300 St. Joe Company shares in Q2 2018, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in St. Joe Company in Q2 2016 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s St. Joe Company position peaked at $6K in Q1 2018.
  • 124 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.