Wingate Wealth Advisors’s JetBlue JBLU Stock Holding History

Wingate Wealth Advisors’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
2025 Q1	–	Sell	-450	Closed	-$3.54K	–	264
2024 Q4	$3.54K	Buy	+450	New	+$3.05K	﹤0.01%	406

Other funds holding JBLU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wingate Wealth Advisors's JBLU Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of JetBlue (JBLU) in Q1 2025, closing a stake of 450 shares — an estimated $3.54K sold.

Wingate Wealth Advisors first reported a position in JBLU in Q4 2024 and held it in 1 quarter. The position peaked at $3.54K in Q4 2024. 340 funds tracked by Wall St. Rank hold JBLU as of Q1 2025.

Wingate Wealth Advisors reported no remaining JetBlue position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 450 JetBlue shares in Q1 2025, an estimated $3.54K.
Wingate Wealth Advisors first reported a position in JetBlue in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's JetBlue position peaked at $3.54K in Q4 2024.
340 funds tracked by Wall St. Rank held JetBlue as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.