JFS Wealth Advisors’s Alight ALIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5	Closed	-$182	–	1890
2025 Q4	$182	Buy	+5	New	+$249	﹤0.01%	1871
2025 Q3	–	Sell	-10	Closed	-$884	–	1894
2025 Q2	$1.11K	Buy	10 +9	+900%	+$964	﹤0.01%	1550
2025 Q1	$131	Sell	1 -7	-88%	-$921	﹤0.01%	1861
2024 Q4	$1.09K	Hold	8	–	–	﹤0.01%	1656
2024 Q3	$1.17K	Sell	8 -2	-20%	-$287	﹤0.01%	1661
2024 Q2	$1.46K	Buy	10 +4	+67%	+$666	﹤0.01%	1553
2024 Q1	$1.12K	Buy	6 +3	+100%	+$543	﹤0.01%	1631
2023 Q4	$563	Sell	3 -5	-63%	-$739	﹤0.01%	1781
2023 Q3	$1.12K	Buy	8 +5	+167%	+$840	﹤0.01%	1567
2023 Q2	$509	Buy	3 +1	+50%	+$177	﹤0.01%	1752
2023 Q1	$415	Buy	+2	New	+$367	﹤0.01%	1743

Other funds holding ALIT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM