Wipfli Financial Advisors’s JetBlue JBLU Stock Holding History

Wipfli Financial 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
2022 Q3	$25K	Buy	+3,815	New	+$31.1K	﹤0.01%	1470

Other funds holding JBLU

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Wipfli Financial Advisors's JBLU Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in JetBlue (JBLU) in Q3 2022: 3,815 shares worth $25K. The stake represents ﹤0.01% of the portfolio and ranks #1470 among its holdings.

351 funds tracked by Wall St. Rank hold JBLU as of Q3 2022.

Wipfli Financial Advisors held 3,815 shares of JetBlue worth $25K as of Q3 2022.
JetBlue was a new Wipfli Financial Advisors position in Q3 2022.
JetBlue made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1470 holding.
351 funds tracked by Wall St. Rank held JetBlue as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.