JFG Wealth Management’s UserTesting, Inc. USER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-50,000
Closed -$376K 41
2022
Q4
$376K Hold
50,000
0.12% 21
2022
Q3
$196K Hold
50,000
0.07% 40
2022
Q2
$251K Hold
50,000
0.09% 29
2022
Q1
$535K Buy
+50,000
New +$415K 0.16% 16

JFG Wealth Management's USER Position: Q1 2023 in Review

JFG Wealth Management sold out of UserTesting, Inc. (USER) in Q1 2023, closing a stake of 50,000 shares — an estimated $376K sold.

JFG Wealth Management first reported a position in USER in Q1 2022 and held it in 4 quarters. The position peaked at $535K in Q1 2022. 0 funds tracked by Wall St. Rank hold USER as of Q1 2023.

  • JFG Wealth Management reported no remaining UserTesting, Inc. position as of Q1 2023 after selling out during the quarter.
  • JFG Wealth Management sold 50,000 UserTesting, Inc. shares in Q1 2023, an estimated $376K.
  • JFG Wealth Management first reported a position in UserTesting, Inc. in Q1 2022 and held it in 4 quarters.
  • JFG Wealth Management's UserTesting, Inc. position peaked at $535K in Q1 2022.
  • 0 funds tracked by Wall St. Rank held UserTesting, Inc. as of Q1 2023.

Based on JFG Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.