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
EWD
Ishares Inc Msci Sweden ETF

ETFs
Q4 2020 Filed on Feb 01, 2021
18
$33.78 - $40.49 $608 - $729
FLJP
Franklin Templeton ETF Tr

ETFs
Q4 2020 Filed on Feb 01, 2021
103
$25.79 - $29.87 $2.66K - $3.08K
HYLB
Xtrackers Usd High Yield Corp

ETFs
Q4 2020 Filed on Feb 01, 2021
7
$38.29 - $40.07 $268 - $280
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
Q4 2020 Filed on Feb 01, 2021
11
$29.66 - $32.18 $326 - $354
Mylan Nv
Q4 2020 Filed on Feb 01, 2021
5,968
N/A
EDV
Vanguard Extended Duration Tre

ETFs
Q4 2020 Filed on Feb 01, 2021
6
$151.22 - $165.29 $907 - $992
BELFA
Bel Fuse Inc

Technology
Q3 2020 Filed on Oct 28, 2020
2,000
$8.7 - $12.88 $17.4K - $25.8K
Noble Corp PLC
Q3 2020 Filed on Oct 28, 2020
1,120
N/A
BELFB
Bel Fuse Inc.

Technology
Q3 2020 Filed on Oct 28, 2020
2,500
$9.54 - $13.77 $23.8K - $34.4K
GUNR
Flexshares Tr Morningstar Glob

ETFs
Q3 2020 Filed on Oct 28, 2020
1,500
$27.42 - $30.47 $41.1K - $45.7K
Fs Kkr Cap Corp Ii
Q3 2020 Filed on Oct 28, 2020
8,519
N/A
RGR
Sturm Ruger & CO Inc

Industrials
Q3 2020 Filed on Oct 28, 2020
44
$60.86 - $89.46 $2.68K - $3.94K
DCP
Dcp Midstream, LP

Energy
Q2 2020 Filed on Aug 05, 2020
122
$3.89 - $16.22 $475 - $1.98K
Aon PLC
Q2 2020 Filed on Aug 05, 2020
1,652
N/A
China Yuchai Intl LTD
Q2 2020 Filed on Aug 05, 2020
620
N/A
Allergan PLC
Q2 2020 Filed on Aug 05, 2020
91
N/A
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
Q2 2020 Filed on Aug 05, 2020
2,000
$5.81 - $7.63 $11.6K - $15.3K
Nabors Industries LTD
Q2 2020 Filed on Aug 05, 2020
366
N/A
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
Q2 2020 Filed on Aug 05, 2020
181
$25.93 - $27.3 $4.69K - $4.94K
Raytheon CO
Q2 2020 Filed on Aug 05, 2020
261
N/A
United Technologies Corp
Q2 2020 Filed on Aug 05, 2020
1,807
N/A
IMGN
Immuno Gen, Inc.

Healthcare
Q2 2020 Filed on Aug 05, 2020
115
$3.32 - $5.34 $382 - $614
Frontier Communications Corp
Q2 2020 Filed on Aug 05, 2020
151
N/A
Penney J C Corp Inc
Q2 2020 Filed on Aug 05, 2020
1,000
N/A
Ishares Gold Trust
Q2 2020 Filed on Aug 05, 2020
3,294
N/A
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
Q2 2020 Filed on Aug 05, 2020
2,900
$8.79 - $11.11 $25.5K - $32.2K
SUN
Sunoco LP

Energy
Q2 2020 Filed on Aug 05, 2020
34
$14.35 - $27.0 $488 - $918
MTW
Manitowoc CO Inc

Industrials
Q2 2020 Filed on Aug 05, 2020
113
$7.38 - $12.37 $834 - $1.4K
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
Q2 2020 Filed on Aug 05, 2020
3
$0.71 - $1.18 $2.13 - $3.54
Tech Data Corp
Q1 2020 Filed on Apr 29, 2020
22
N/A
SPWH
Sportsman'S Warehouse Holdings, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 29, 2020
400
$4.3 - $8.64 $1.72K - $3.46K
Liberty Ppty Tr
Q1 2020 Filed on Apr 29, 2020
50
N/A
Hsbc Hldgs PLC
Q1 2020 Filed on Apr 29, 2020
400
N/A
FCF
First Commonwealth Financial Corp

Financial Services
Q1 2020 Filed on Apr 29, 2020
150
$8.2 - $14.62 $1.23K - $2.19K
AGNC
Agnc Investment Corp.

Real Estate
Q1 2020 Filed on Apr 29, 2020
20,000
$9.38 - $19.62 $188K - $392K
Ak Stl Hldg Corp
Q1 2020 Filed on Apr 29, 2020
260
N/A
Aqua America Inc
Q1 2020 Filed on Apr 29, 2020
320
N/A
EQR
Equity Residential

Real Estate
Q1 2020 Filed on Apr 29, 2020
38
$51.39 - $87.01 $1.95K - $3.31K
Perspecta Inc
Q1 2020 Filed on Apr 29, 2020
129
N/A
Companhia Brasileira De Dist
Q1 2020 Filed on Apr 29, 2020
552
N/A
EEMV
Ishares Msci Emerging Markets

ETFs
Q1 2020 Filed on Apr 29, 2020
29
$42.59 - $59.58 $1.24K - $1.73K
Direxion Shs ETF Tr
Q1 2020 Filed on Apr 29, 2020
1,600
N/A
Arconic Inc
Q1 2020 Filed on Apr 29, 2020
753
N/A
GVAL
Cambria Global Value ETF
Q1 2020 Filed on Apr 29, 2020
103
N/A
Xilinx Inc
Q1 2020 Filed on Apr 29, 2020
10
N/A
Wellcare Health Plans Inc
Q1 2020 Filed on Apr 29, 2020
3
N/A
FNDX
Schwab Fundamental U S Large C

ETFs
Q1 2020 Filed on Apr 29, 2020
115
$27.15 - $43.59 $3.12K - $5.01K
FNDF
Schwab Fundamental Intl Large

ETFs
Q1 2020 Filed on Apr 29, 2020
127
$18.2 - $29.21 $2.31K - $3.71K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
Q1 2020 Filed on Apr 29, 2020
30
$57.86 - $101.27 $1.74K - $3.04K
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email