Fairfield Financial Advisors’s Jacob Forward ETF JFWD Stock Holding History

Fairfield Financial Advisors’s Portfolio JFWD Stock Details JFWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-515	Closed	-$4.19K	–	322
2023 Q1	$4.19K	Hold	515	–	–	﹤0.01%	275
2022 Q4	$3.99K	Hold	515	–	–	﹤0.01%	262
2022 Q3	$4.44K	Hold	515	–	–	﹤0.01%	262
2022 Q2	$4.21K	Hold	515	–	–	﹤0.01%	251
2022 Q1	$7.25K	Buy	+515	New	+$7.24K	﹤0.01%	242

Other funds holding JFWD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Fairfield Financial Advisors's JFWD Position: Q2 2023 in Review

Fairfield Financial Advisors sold out of Jacob Forward ETF (JFWD) in Q2 2023, closing a stake of 515 shares — an estimated $4.19K sold.

Fairfield Financial Advisors first reported a position in JFWD in Q1 2022 and held it in 5 quarters. The position peaked at $7.25K in Q1 2022. 2 funds tracked by Wall St. Rank hold JFWD as of Q2 2023.

Fairfield Financial Advisors reported no remaining Jacob Forward ETF position as of Q2 2023 after selling out during the quarter.
Fairfield Financial Advisors sold 515 Jacob Forward ETF shares in Q2 2023, an estimated $4.19K.
Fairfield Financial Advisors first reported a position in Jacob Forward ETF in Q1 2022 and held it in 5 quarters.
Fairfield Financial Advisors's Jacob Forward ETF position peaked at $7.25K in Q1 2022.
2 funds tracked by Wall St. Rank held Jacob Forward ETF as of Q2 2023.

Based on Fairfield Financial Advisors's 13F filing for Q2 2023, filed 4 Nov 2024.