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

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-542
Closed -$26.8K – 1992
2025
Q3 		$26.8K Buy
+542
New +$27.3K ﹤0.01% 1520

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Vanguard Group
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return

Wealthspire Advisors (New York)'s JOE Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of St. Joe Company (JOE) in Q4 2025, closing a stake of 542 shares — an estimated $26.8K sold.

Wealthspire Advisors (New York) first reported a position in JOE in Q3 2025 and held it in 1 quarter. The position peaked at $26.8K in Q3 2025. 296 funds tracked by Wall St. Rank hold JOE as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining St. Joe Company position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 542 St. Joe Company shares in Q4 2025, an estimated $26.8K.
  • Wealthspire Advisors (New York) first reported a position in St. Joe Company in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s St. Joe Company position peaked at $26.8K in Q3 2025.
  • 296 funds tracked by Wall St. Rank held St. Joe Company as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.