WWP
JOE icon

WR Wealth Planners’s St. Joe Company JOE Stock Holding History

WR Wealth Planners’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
2024
Q4 		$3.95K Hold
88
– – ﹤0.01% 742
2024
Q3 		$5.13K Hold
88
– – ﹤0.01% 738
2024
Q2 		$4.81K Hold
88
– – ﹤0.01% 725
2024
Q1 		$5.1K Buy
+88
New +$4.86K ﹤0.01% 714

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

WR Wealth Planners's JOE Position: Q4 2024 in Review

WR Wealth Planners held its St. Joe Company (JOE) position steady in Q4 2024 at 88 shares worth $3.95K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

WR Wealth Planners first reported a position in JOE in Q1 2024 and has held it in 4 quarters since. The position peaked at $5.13K in Q3 2024. 245 funds tracked by Wall St. Rank hold JOE as of Q4 2024.

  • WR Wealth Planners held 88 shares of St. Joe Company worth $3.95K as of Q4 2024.
  • WR Wealth Planners left its St. Joe Company share count unchanged in Q4 2024.
  • St. Joe Company made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #742 holding.
  • WR Wealth Planners first reported a position in St. Joe Company in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's St. Joe Company position peaked at $5.13K in Q3 2024.
  • 245 funds tracked by Wall St. Rank held St. Joe Company as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.