Jfs Wealth Advisors, LLC Closed Holding Positions

Jfs Wealth Advisors, LLC

  • $1.47 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q1 2022 Filed on May 02, 2022
59
$36.82 - $41.14 $2.17K - $2.43K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
Q1 2022 Filed on May 02, 2022
127
$39.88 - $45.32 $5.06K - $5.76K
Compute Health Acquisitin CO
Q4 2021 Filed on Feb 03, 2022
1,000
N/A
IRMD
Iradimed Corp

Healthcare
Q4 2021 Filed on Feb 03, 2022
1,750
$32.35 - $48.27 $56.6K - $84.5K
CERE
Cerevel Therapeutics Holdings, Inc.

Healthcare
Q4 2021 Filed on Feb 03, 2022
100
$29.21 - $44.64 $2.92K - $4.46K
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
WPRT
Westport Fuel Systems Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
2,000
$2.14 - $3.94 $4.28K - $7.88K
PSFE
Paysafe LTD

Technology
Q4 2021 Filed on Feb 03, 2022
856
$3.38 - $8.27 $2.89K - $7.08K
Select Interior Concepts Inc
Q4 2021 Filed on Feb 03, 2022
8,420
N/A
YPF
Ypf Sociedad Anonima

Energy
Q4 2021 Filed on Feb 03, 2022
1,690
$3.39 - $4.9 $5.73K - $8.28K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
Q4 2021 Filed on Feb 03, 2022
11,600
$26.61 - $27.97 $309K - $324K
BLNK
Blink Charging Co.

Industrials
Q4 2021 Filed on Feb 03, 2022
200
$26.27 - $46.85 $5.25K - $9.37K
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
ABUS
Arbutus Biopharma Corp

Healthcare
Q4 2021 Filed on Feb 03, 2022
1,000
$3.11 - $4.61 $3.11K - $4.61K
KOD
Kodiak Sciences Inc.

Healthcare
Q4 2021 Filed on Feb 03, 2022
28
$80.85 - $128.49 $2.26K - $3.6K
AYRO
Ayro, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 03, 2022
1,700
$1.53 - $3.39 $2.6K - $5.76K
MGNI
Magnite, Inc.

Communication Services
Q4 2021 Filed on Feb 03, 2022
250
$16.6 - $30.58 $4.15K - $7.65K
Dermtech Inc
Q4 2021 Filed on Feb 03, 2022
68
N/A
AOR
Ishares Tr Core Growth Allocat

ETFs
Q4 2021 Filed on Feb 03, 2022
3,416
$55.21 - $57.77 $189K - $197K
CRTO
Criteo S.A.

Communication Services
Q4 2021 Filed on Feb 03, 2022
679
$32.13 - $43.06 $21.8K - $29.2K
Ncino Inc
Q4 2021 Filed on Feb 03, 2022
60
N/A
RDFN
Redfin Corp

Real Estate
Q4 2021 Filed on Feb 03, 2022
200
$37.95 - $53.56 $7.59K - $10.7K
RGNX
Regenxbio Inc.

Healthcare
Q4 2021 Filed on Feb 03, 2022
80
$30.19 - $40.28 $2.42K - $3.22K
WIX
Wix.Com Ltd.

Technology
Q4 2021 Filed on Feb 03, 2022
50
$138.73 - $200.92 $6.94K - $10K
GIM
Templeton Global Income Fund

Financial Services
Q4 2021 Filed on Feb 03, 2022
6,216
$5.03 - $5.49 $31.3K - $34.1K
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
IONS
Ionis Pharmaceuticals Inc

Healthcare
Q4 2021 Filed on Feb 03, 2022
75
$25.61 - $35.1 $1.92K - $2.63K
CTHR
Charles & Colvard LTD

Consumer Cyclical
Q3 2021 Filed on Nov 09, 2021
800
$2.52 - $3.23 $2.02K - $2.58K
Rekor Systems Inc
Q3 2021 Filed on Nov 09, 2021
200
N/A
General Electric CO
Q3 2021 Filed on Nov 09, 2021
2,409
N/A
New Oriental Ed & Technology
Q3 2021 Filed on Nov 09, 2021
1,340
N/A
L Brands Inc
Q3 2021 Filed on Nov 09, 2021
60
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
J Alexanders Hldgs Inc
Q3 2021 Filed on Nov 09, 2021
394
N/A
FRST
Primis Financial Corp.

Financial Services
Q3 2021 Filed on Nov 09, 2021
2,000
$13.01 - $16.05 $26K - $32.1K
Rockwell Med Inc
Q3 2021 Filed on Nov 09, 2021
500
N/A
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
Inphi Corp
Q2 2021 Filed on Aug 04, 2021
10
N/A
CHNG
Change Healthcare Inc.
Q2 2021 Filed on Aug 04, 2021
1,382
$22.13 - $23.68 $30.6K - $32.7K
EOSE
Eos Energy Enterprises, Inc.

Industrials
Q2 2021 Filed on Aug 04, 2021
187
$10.6 - $21.21 $1.98K - $3.97K
UCO
Pro Shares Trust Ii

ETFs
Q2 2021 Filed on Aug 04, 2021
80
$13.23 - $19.87 $1.06K - $1.59K
SMIN
Ishares Msci India Small Cap I

ETFs
Q2 2021 Filed on Aug 04, 2021
60
$45.86 - $55.27 $2.75K - $3.32K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
Q2 2021 Filed on Aug 04, 2021
330
$4.23 - $5.34 $1.4K - $1.76K
GME
Game Stop Corp.

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
6
$35.25 - $75.64 $212 - $454
Talend S A
Q2 2021 Filed on Aug 04, 2021
50
N/A
JPXN
Ishares Jpx Nikkei 400 ETF

ETFs
Q2 2021 Filed on Aug 04, 2021
238
$69.94 - $74.91 $16.6K - $17.8K
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