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JFS Wealth Advisors’s Air Industries Group AIRI Stock Holding History

JFS Wealth Advisors’s Portfolio AIRI Stock Details AIRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,733
Closed -$11.6K – 1954
2022
Q4 		$11.6K Buy
2,733
+1
+0% +$5 ﹤0.01% 654
2022
Q3 		$18K Hold
2,732
– – ﹤0.01% 587
2022
Q2 		$19K Hold
2,732
– – ﹤0.01% 593
2022
Q1 		$23K Hold
2,732
– – ﹤0.01% 564
2021
Q4 		$25K Hold
2,732
– – ﹤0.01% 530
2021
Q3 		$29K Hold
2,732
– – ﹤0.01% 486
2021
Q2 		$36K Hold
2,732
– – 0.01% 305
2021
Q1 		$40K Hold
2,732
– – 0.01% 271
2020
Q4 		$34K Hold
2,732
– – 0.01% 278
2020
Q3 		$33K Hold
2,732
– – 0.01% 273
2020
Q2 		$33K Hold
2,732
– – 0.01% 263
2020
Q1 		$29K Hold
2,732
– – 0.01% 251
2019
Q4 		$63K Hold
2,732
– – 0.02% 225
2019
Q3 		$36K Hold
2,732
– – 0.01% 260
2019
Q2 		$30K Buy
+2,732
New +$29.9K 0.01% 269

Other funds holding AIRI

RB
Richmond Brothers Jackson, Michigan $150M AUM 14.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JFS Wealth Advisors's AIRI Position: Q1 2023 in Review

JFS Wealth Advisors sold out of Air Industries Group (AIRI) in Q1 2023, closing a stake of 2,733 shares — an estimated $11.6K sold.

JFS Wealth Advisors first reported a position in AIRI in Q2 2019 and held it in 15 quarters. The position peaked at $63K in Q4 2019. 11 funds tracked by Wall St. Rank hold AIRI as of Q1 2023.

  • JFS Wealth Advisors reported no remaining Air Industries Group position as of Q1 2023 after selling out during the quarter.
  • JFS Wealth Advisors sold 2,733 Air Industries Group shares in Q1 2023, an estimated $11.6K.
  • JFS Wealth Advisors first reported a position in Air Industries Group in Q2 2019 and held it in 15 quarters.
  • JFS Wealth Advisors's Air Industries Group position peaked at $63K in Q4 2019.
  • 11 funds tracked by Wall St. Rank held Air Industries Group as of Q1 2023.

Based on JFS Wealth Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.