JFS Wealth Advisors’s Astrana Health ASTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$279	Buy	+6	New	+$216	﹤0.01%	2078
2025 Q3	–	Sell	-4	Closed	-$100	–	1946
2025 Q2	$100	Hold	4	–	–	﹤0.01%	1811
2025 Q1	$125	Sell	4 -25	-86%	-$833	﹤0.01%	1866
2024 Q4	$915	Buy	29 +11	+61%	+$522	﹤0.01%	1685
2024 Q3	$1.04K	Buy	18 +1	+6%	+$49	﹤0.01%	1687
2024 Q2	$690	Buy	17 +10	+143%	+$397	﹤0.01%	1754
2024 Q1	$294	Hold	7	–	–	﹤0.01%	1863
2023 Q4	$269	Sell	7 -1	-13%	-$33	﹤0.01%	1871
2023 Q3	$247	Sell	8 -2	-20%	-$69	﹤0.01%	1837
2023 Q2	$316	Buy	10 +1	+11%	+$34	﹤0.01%	1824
2023 Q1	$329	Buy	9 +7	+350%	+$245	﹤0.01%	1774
2022 Q4	$59	Sell	2 -7	-78%	-$225	﹤0.01%	1914
2022 Q3	$0	Buy	9 +5	+125%	+$229	﹤0.01%	1957
2022 Q2	$0	Sell	4 -1	-20%	-$38	﹤0.01%	1966
2022 Q1	$0	Buy	5 +3	+150%	+$155	﹤0.01%	1997
2021 Q4	$0	Buy	+2	New	+$164	﹤0.01%	1909

Other funds holding ASTH

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Westmount Partners Los Angeles, California $454M AUM 31.05% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return