AWA
JOF

Artemis Wealth Advisors’s Japan Smaller Capitalization Fund JOF Stock Holding History

Artemis Wealth Advisors’s Portfolio JOF Stock Details JOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,396
Closed -$8.82K – 116
2022
Q2 		$8.82K Buy
+1,396
New +$9.18K ﹤0.01% 97

Other funds holding JOF

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Artemis Wealth Advisors's JOF Position: Q3 2022 in Review

Artemis Wealth Advisors sold out of Japan Smaller Capitalization Fund (JOF) in Q3 2022, closing a stake of 1,396 shares — an estimated $8.82K sold.

Artemis Wealth Advisors first reported a position in JOF in Q2 2022 and held it in 1 quarter. The position peaked at $8.82K in Q2 2022. 46 funds tracked by Wall St. Rank hold JOF as of Q3 2022.

  • Artemis Wealth Advisors reported no remaining Japan Smaller Capitalization Fund position as of Q3 2022 after selling out during the quarter.
  • Artemis Wealth Advisors sold 1,396 Japan Smaller Capitalization Fund shares in Q3 2022, an estimated $8.82K.
  • Artemis Wealth Advisors first reported a position in Japan Smaller Capitalization Fund in Q2 2022 and held it in 1 quarter.
  • Artemis Wealth Advisors's Japan Smaller Capitalization Fund position peaked at $8.82K in Q2 2022.
  • 46 funds tracked by Wall St. Rank held Japan Smaller Capitalization Fund as of Q3 2022.

Based on Artemis Wealth Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.