Advisory Services Network’s JELD-WEN Holding JELD Stock Holding History

Advisory Services Network’s Portfolio JELD Stock Details JELD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-850	Closed	-$10.8K	–	2566
2023 Q1	$10.8K	Hold	850	–	–	﹤0.01%	2840
2022 Q4	$8.2K	Buy	+850	New	+$8.25K	﹤0.01%	2935
2021 Q3	–	Sell	-200	Closed	-$5K	–	2359
2021 Q2	$5K	Buy	+200	New	+$5.66K	﹤0.01%	3071
2021 Q1	–	Sell	-200	Closed	-$5K	–	2171
2020 Q4	$5K	Hold	200	–	–	﹤0.01%	2716
2020 Q3	$5K	Buy	+200	New	+$4.09K	﹤0.01%	2769
2020 Q2	–	Sell	-550	Closed	-$5K	–	1930
2020 Q1	$5K	Buy	+550	New	+$11K	﹤0.01%	2477

Other funds holding JELD

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisory Services Network's JELD Position: Q2 2023 in Review

Advisory Services Network sold out of JELD-WEN Holding (JELD) in Q2 2023, closing a stake of 850 shares — an estimated $10.8K sold.

Advisory Services Network first reported a position in JELD in Q1 2020 and held it in 6 quarters. The position peaked at $10.8K in Q1 2023. 166 funds tracked by Wall St. Rank hold JELD as of Q2 2023.

Advisory Services Network reported no remaining JELD-WEN Holding position as of Q2 2023 after selling out during the quarter.
Advisory Services Network sold 850 JELD-WEN Holding shares in Q2 2023, an estimated $10.8K.
Advisory Services Network first reported a position in JELD-WEN Holding in Q1 2020 and held it in 6 quarters.
Advisory Services Network's JELD-WEN Holding position peaked at $10.8K in Q1 2023.
166 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2023.

Based on Advisory Services Network's 13F filing for Q2 2023, filed 9 Aug 2023.