JFS Wealth Advisors’s Abcam PLC ABCM Stock Holding History

JFS Wealth Advisors’s Portfolio ABCM Stock Details ABCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2	Closed	-$46	–	2056
2023 Q3	$46	Hold	2	–	–	﹤0.01%	1935
2023 Q2	$49	Hold	2	–	–	﹤0.01%	1949
2023 Q1	$27	Sell	2 -2	-50%	-$30	﹤0.01%	1939
2022 Q4	$62	Hold	4	–	–	﹤0.01%	1909
2022 Q3	$0	Sell	4 -8	-67%	-$120	﹤0.01%	1970
2022 Q2	$0	Sell	12 -3	-20%	-$46	﹤0.01%	1984
2022 Q1	$0	Buy	+15	New	+$266	﹤0.01%	2007

Other funds holding ABCM

SOW

State of Wyoming Cheyenne, Wyoming $844M AUM 37.96% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JFS Wealth Advisors's ABCM Position: Q4 2023 in Review

JFS Wealth Advisors sold out of Abcam PLC (ABCM) in Q4 2023, closing a stake of 2 shares — an estimated $46 sold.

JFS Wealth Advisors first reported a position in ABCM in Q1 2022 and held it in 7 quarters. The position peaked at $62 in Q4 2022. 2 funds tracked by Wall St. Rank hold ABCM as of Q4 2023.

JFS Wealth Advisors reported no remaining Abcam PLC position as of Q4 2023 after selling out during the quarter.
JFS Wealth Advisors sold 2 Abcam PLC shares in Q4 2023, an estimated $46.
JFS Wealth Advisors first reported a position in Abcam PLC in Q1 2022 and held it in 7 quarters.
JFS Wealth Advisors's Abcam PLC position peaked at $62 in Q4 2022.
2 funds tracked by Wall St. Rank held Abcam PLC as of Q4 2023.

Based on JFS Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.