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
OUT
Outfront Media Inc.

Real Estate
Q1 2020 Filed on Apr 29, 2020
45
$7.99 - $30.96 $360 - $1.39K
LAMR
Lamar Advertising CO

Real Estate
Q1 2020 Filed on Apr 29, 2020
10
$32.33 - $96.19 $323 - $962
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
Q4 2019 Filed on Feb 03, 2020
189
$26.66 - $28.2 $5.04K - $5.33K
Hcp Inc
Q4 2019 Filed on Feb 03, 2020
16
N/A
MPA
Blackrock Muniyield Pennsylvania Quality Fund

Financial Services
Q4 2019 Filed on Feb 03, 2020
880
$13.97 - $14.35 $12.3K - $12.6K
Aurora Cannabis Inc
Q4 2019 Filed on Feb 03, 2020
1,000
N/A
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q4 2019 Filed on Feb 03, 2020
58
$14.88 - $16.13 $863 - $936
Symantec Corp
Q4 2019 Filed on Feb 03, 2020
650
N/A
Celgene Corp
Q4 2019 Filed on Feb 03, 2020
226
N/A
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q4 2019 Filed on Feb 03, 2020
4,578
$48.68 - $49.5 $223K - $227K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
Q4 2019 Filed on Feb 03, 2020
18
$66.95 - $70.26 $1.21K - $1.26K
EGY
Vaalco Energy Inc

Energy
Q4 2019 Filed on Feb 03, 2020
1,360
$1.69 - $2.29 $2.3K - $3.11K
Transenterix Inc
Q4 2019 Filed on Feb 03, 2020
500
N/A
LKNCY
Luckin Coffee Inc.

Consumer Cyclical
Q4 2019 Filed on Feb 03, 2020
700
$18.21 - $39.36 $12.7K - $27.6K
Ishares Tr
Q4 2019 Filed on Feb 03, 2020
142
N/A
Apartment Invt & Mgmt CO
Q4 2019 Filed on Feb 03, 2020
44
N/A
Cbs Corp New
Q4 2019 Filed on Feb 03, 2020
677
N/A
NUV
Nuveen Municipal Value Fund Inc

Financial Services
Q4 2019 Filed on Feb 03, 2020
1,460
$10.36 - $10.7 $15.1K - $15.6K
Apache Corp
Q3 2019 Filed on Oct 31, 2019
427
N/A
Amerigas Partners L P
Q3 2019 Filed on Oct 31, 2019
600
N/A
Harris Corp Del
Q3 2019 Filed on Oct 31, 2019
75
N/A
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q3 2019 Filed on Oct 31, 2019
340
$39.44 - $41.95 $13.4K - $14.3K
Telecom Italia S P A New
Q3 2019 Filed on Oct 31, 2019
3,942
N/A
TIIAY
Telecom Italia S.P.A.

Communication Services
Q3 2019 Filed on Oct 31, 2019
7,530
$5.27 - $5.47 $39.7K - $41.2K
General Mtrs CO
Q3 2019 Filed on Oct 31, 2019
24
N/A
WLKP
Westlake Chemical Partners LP

Basic Materials
Q3 2019 Filed on Oct 31, 2019
102
$21.0 - $24.45 $2.14K - $2.49K
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q3 2019 Filed on Oct 31, 2019
1,395
$44.32 - $47.15 $61.8K - $65.8K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
Q3 2019 Filed on Oct 31, 2019
729
$89.36 - $94.28 $65.1K - $68.7K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q3 2019 Filed on Oct 31, 2019
1,276
$60.39 - $66.03 $77.1K - $84.3K
DRE
Duke Realty Corp

Real Estate
Q2 2019 Filed on Aug 06, 2019
1,300
$29.71 - $32.43 $38.6K - $42.2K
Five Star Senior Living In
Q2 2019 Filed on Aug 06, 2019
3,011
N/A
Rite Aid Corp
Q2 2019 Filed on Aug 06, 2019
53,680
N/A
Delphi Technologies PLC
Q2 2019 Filed on Aug 06, 2019
231
N/A
Direxion Shs ETF Tr
Q2 2019 Filed on Aug 06, 2019
8,000
N/A
ASUR
Asure Software Inc

Technology
Q2 2019 Filed on Aug 06, 2019
8
$6.17 - $8.26 $49.4 - $66.1
Xerox Corp
Q2 2019 Filed on Aug 06, 2019
552
N/A
Dreyfus Mun Bd Infrstrctr
Q2 2019 Filed on Aug 06, 2019
207,857
N/A
VREX
Varex Imaging Corp

Healthcare
Q2 2019 Filed on Aug 06, 2019
96
$26.38 - $34.4 $2.53K - $3.3K
CLB
Core Laboratories N V

Energy
Q2 2019 Filed on Aug 06, 2019
20
$47.64 - $74.87 $953 - $1.5K
HBM
Hudbay Minerals Inc.

Basic Materials
Q2 2019 Filed on Aug 06, 2019
478
$4.56 - $7.65 $2.18K - $3.66K
Advaxis Inc
Q1 2019 Filed on Apr 23, 2019
500
N/A
THW
Tekla World Healthcare Fund

Financial Services
Q1 2019 Filed on Apr 23, 2019
428
$11.64 - $13.18 $4.98K - $5.64K
Companhia Paranaense Energ C
Q1 2019 Filed on Apr 23, 2019
1,006
N/A
Shire PLC
Q1 2019 Filed on Apr 23, 2019
69
N/A
RTL
Necessity Retail Reit, Inc.

Real Estate
Q1 2019 Filed on Apr 23, 2019
999
N/A
MHLD
Maiden Holdings, Ltd.

Financial Services
Q1 2019 Filed on Apr 23, 2019
563
$0.62 - $1.79 $349 - $1.01K
Dean Foods CO New
Q1 2019 Filed on Apr 23, 2019
262
N/A
DBD
Diebold Nixdorf, Inc

Technology
Q1 2019 Filed on Apr 23, 2019
334
$2.63 - $11.43 $878 - $3.82K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2019 Filed on Apr 23, 2019
295
N/A
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