JFS Wealth Advisors’s Asbury Automotive ABG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.62K	Buy	13 +1	+8%	+$197	﹤0.01%	1522
2026 Q1	$2.35K	Sell	12 -2	-14%	-$443	﹤0.01%	1462
2025 Q4	$3.26K	Buy	14 +8	+133%	+$1.89K	﹤0.01%	1398
2025 Q3	$1.47K	Hold	6	–	–	﹤0.01%	1510
2025 Q2	$1.43K	Sell	6 -6	-50%	-$1.37K	﹤0.01%	1479
2025 Q1	$2.65K	Hold	12	–	–	﹤0.01%	1361
2024 Q4	$2.92K	Hold	12	–	–	﹤0.01%	1329
2024 Q3	$2.86K	Buy	12 +5	+71%	+$1.18K	﹤0.01%	1337
2024 Q2	$1.6K	Hold	7	–	–	﹤0.01%	1522
2024 Q1	$1.65K	Buy	7 +3	+75%	+$637	﹤0.01%	1514
2023 Q4	$900	Sell	4 -1	-20%	-$211	﹤0.01%	1677
2023 Q3	$1.15K	Buy	5 +3	+150%	+$685	﹤0.01%	1555
2023 Q2	$481	Buy	+2	New	+$421	﹤0.01%	1766
2022 Q4	–	Sell	-2	Closed	–	–	1945
2022 Q3	$0	Sell	2 -7	-78%	-$1.19K	﹤0.01%	1714
2022 Q2	$2K	Sell	9 -1	-10%	-$173	﹤0.01%	1266
2022 Q1	$2K	Buy	10 +6	+150%	+$1.05K	﹤0.01%	1355
2021 Q4	$1K	Buy	+4	New	+$736	﹤0.01%	1224

Other funds holding ABG

Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

Allied Private Wealth Boca Raton, Florida $156M AUM

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return