Jfs Wealth Advisors, LLC Closed Holding Positions

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 02, 2022
443
$44.64 - $55.71 $19.8K - $24.7K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
Q1 2022 Filed on May 02, 2022
15
$31.05 - $45.1 $466 - $677
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q1 2022 Filed on May 02, 2022
174
$25.9 - $29.13 $4.51K - $5.07K
LAZ
Lazard LTD

Financial Services
Q1 2022 Filed on May 02, 2022
373
$32.17 - $46.39 $12K - $17.3K
PSFE
Paysafe LTD

Technology
Q4 2021 Filed on Feb 03, 2022
856
$3.38 - $8.27 $2.89K - $7.08K
KOD
Kodiak Sciences Inc.

Healthcare
Q4 2021 Filed on Feb 03, 2022
28
$80.85 - $128.49 $2.26K - $3.6K
IONS
Ionis Pharmaceuticals Inc

Healthcare
Q4 2021 Filed on Feb 03, 2022
75
$25.61 - $35.1 $1.92K - $2.63K
AYRO
Ayro, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
1,700
$1.53 - $3.39 $2.6K - $5.76K
CERE
Cerevel Therapeutics Holdings, Inc.

Healthcare
Q4 2021 Filed on Feb 03, 2022
100
$29.21 - $44.64 $2.92K - $4.46K
INMD
In Mode Ltd.

Healthcare
Q4 2021 Filed on Feb 03, 2022
45
$63.78 - $97.86 $2.87K - $4.4K
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
1,900
$16.49 - $17.25 $31.3K - $32.8K
IRMD
Iradimed Corp

Healthcare
Q4 2021 Filed on Feb 03, 2022
1,750
$32.35 - $48.27 $56.6K - $84.5K
CRTO
Criteo S.A.

Communication Services
Q4 2021 Filed on Feb 03, 2022
679
$32.13 - $43.06 $21.8K - $29.2K
Dermtech Inc
Q4 2021 Filed on Feb 03, 2022
68
N/A
Ncino Inc
Q4 2021 Filed on Feb 03, 2022
60
N/A
YPF
Ypf Sociedad Anonima

Energy
Q4 2021 Filed on Feb 03, 2022
1,690
$3.39 - $4.9 $5.73K - $8.28K
WPRT
Westport Fuel Systems Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
2,000
$2.14 - $3.94 $4.28K - $7.88K
Advaxis Inc
Q4 2021 Filed on Feb 03, 2022
33
N/A
GPL
Great Panther Mining LTD

Basic Materials
Q4 2021 Filed on Feb 03, 2022
6,000
$2.1 - $5.1 $12.6K - $30.6K
Marinus Pharmaceuticals Inc
Q4 2021 Filed on Feb 03, 2022
250
N/A
VSTM
Verastem, Inc.

Healthcare
Q4 2021 Filed on Feb 03, 2022
1,500
$2.05 - $3.2 $3.07K - $4.8K
Select Interior Concepts Inc
Q4 2021 Filed on Feb 03, 2022
8,420
N/A
ABUS
Arbutus Biopharma Corp

Healthcare
Q4 2021 Filed on Feb 03, 2022
1,000
$3.11 - $4.61 $3.11K - $4.61K
RGNX
Regenxbio Inc.

Healthcare
Q4 2021 Filed on Feb 03, 2022
80
$30.19 - $40.28 $2.42K - $3.22K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
Q4 2021 Filed on Feb 03, 2022
11,600
$26.61 - $27.97 $309K - $324K
GIM
Templeton Global Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
6,216
$5.03 - $5.49 $31.3K - $34.1K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
100
$34.56 - $96.6 $3.46K - $9.66K
WIX
Wix.Com Ltd.

Technology
Q4 2021 Filed on Feb 03, 2022
50
$138.73 - $200.92 $6.94K - $10K
MGNI
Magnite, Inc.

Communication Services
Q4 2021 Filed on Feb 03, 2022
250
$16.6 - $30.58 $4.15K - $7.65K
RDFN
Redfin Corp

Real Estate
Q4 2021 Filed on Feb 03, 2022
200
$37.95 - $53.56 $7.59K - $10.7K
AOR
Ishares Tr Core Growth Allocat

ETFs
Q4 2021 Filed on Feb 03, 2022
3,416
$55.21 - $57.77 $189K - $197K
Compute Health Acquisitin CO
Q4 2021 Filed on Feb 03, 2022
1,000
N/A
Rockwell Med Inc
Q3 2021 Filed on Nov 09, 2021
500
N/A
CTHR
Charles & Colvard LTD

Consumer Cyclical
Q3 2021 Filed on Nov 09, 2021
800
$2.52 - $3.23 $2.02K - $2.58K
FRST
Primis Financial Corp.

Financial Services
Q3 2021 Filed on Nov 09, 2021
2,000
$13.01 - $16.05 $26K - $32.1K
L Brands Inc
Q3 2021 Filed on Nov 09, 2021
60
N/A
New Oriental Ed & Technology
Q3 2021 Filed on Nov 09, 2021
1,340
N/A
General Electric CO
Q3 2021 Filed on Nov 09, 2021
2,409
N/A
SCHO
Schwab Short Term Us Treasury

ETFs
Q3 2021 Filed on Nov 09, 2021
300
$51.18 - $51.3 $15.4K - $15.4K
J Alexanders Hldgs Inc
Q3 2021 Filed on Nov 09, 2021
394
N/A
Rekor Systems Inc
Q3 2021 Filed on Nov 09, 2021
200
N/A
OTLY
Oatly Group Ab

Consumer Defensive
Q3 2021 Filed on Nov 09, 2021
400
$15.11 - $23.44 $6.04K - $9.38K
POSH
Poshmark, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 09, 2021
61
$23.59 - $44.76 $1.44K - $2.73K
SMIN
Ishares Msci India Small Cap I

ETFs
Q2 2021 Filed on Aug 04, 2021
60
$45.86 - $55.27 $2.75K - $3.32K
Bespoke Cap Acquisition Corp
Q2 2021 Filed on Aug 04, 2021
541
N/A
LESL
Leslie'S, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
100
$24.44 - $31.25 $2.44K - $3.13K
IEV
Ishares Tr Europe ETF

ETFs
Q2 2021 Filed on Aug 04, 2021
314
$50.99 - $55.64 $16K - $17.5K
UCO
Pro Shares Trust Ii

ETFs
Q2 2021 Filed on Aug 04, 2021
80
$13.23 - $19.87 $1.06K - $1.59K
IBA
Industrias Bachoco S.A.B. De C.V.

Consumer Defensive
Q2 2021 Filed on Aug 04, 2021
103
$39.6 - $47.6 $4.08K - $4.9K
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