JWA
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JFS Wealth Advisors’s ATI ATI Stock Holding History

JFS Wealth Advisors’s Portfolio ATI Stock Details ATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$272K Hold
1,378
– – 0.01% 306
2026
Q1 		$200K Buy
1,378
+7
+0.5% +$975 0.01% 327
2025
Q4 		$157K Buy
1,371
+38
+3% +$3.7K 0.01% 343
2025
Q3 		$108K Hold
1,333
– – 0.01% 400
2025
Q2 		$115K Sell
1,333
-2
-0.1% -$137 0.01% 353
2025
Q1 		$69.5K Buy
1,335
+2
+0.2% +$114 ﹤0.01% 417
2024
Q4 		$73.4K Hold
1,333
– – 0.01% 399
2024
Q3 		$89.2K Buy
1,333
+2
+0.2% +$124 0.01% 380
2024
Q2 		$73.8K Sell
1,331
-7
-0.5% -$392 0.01% 365
2024
Q1 		$68.5K Sell
1,338
-64
-5% -$2.89K 0.01% 383
2023
Q4 		$63.7K Buy
1,402
+63
+5% +$2.62K 0.01% 372
2023
Q3 		$55.1K Hold
1,339
– – 0.01% 366
2023
Q2 		$59.2K Hold
1,339
– – 0.01% 354
2023
Q1 		$52.8K Buy
1,339
+5
+0.4% +$189 0.01% 367
2022
Q4 		$39.8K Sell
1,334
-10
-0.7% -$293 ﹤0.01% 398
2022
Q3 		$36K Buy
1,344
+14
+1% +$390 ﹤0.01% 444
2022
Q2 		$30K Buy
1,330
+6
+0.5% +$158 ﹤0.01% 498
2022
Q1 		$36K Buy
1,324
+56
+4% +$1.3K ﹤0.01% 484
2021
Q4 		$20K Buy
1,268
+25
+2% +$401 ﹤0.01% 563
2021
Q3 		$21K Hold
1,243
– – ﹤0.01% 532
2021
Q2 		$26K Sell
1,243
-570
-31% -$13.1K ﹤0.01% 340
2021
Q1 		$38K Hold
1,813
– – 0.01% 272
2020
Q4 		$30K Hold
1,813
– – 0.01% 290
2020
Q3 		$16K Hold
1,813
– – ﹤0.01% 338
2020
Q2 		$18K Hold
1,813
– – ﹤0.01% 311
2020
Q1 		$15K Hold
1,813
– – ﹤0.01% 291
2019
Q4 		$37K Hold
1,813
– – 0.01% 259
2019
Q3 		$37K Hold
1,813
– – 0.01% 257
2019
Q2 		$46K Hold
1,813
– – 0.01% 250
2019
Q1 		$46K Sell
1,813
-630
-26% -$16.6K 0.01% 230
2018
Q4 		$53K Hold
2,443
– – 0.01% 223
2018
Q3 		$72K Hold
2,443
– – 0.02% 220
2018
Q2 		$61K Hold
2,443
– – 0.02% 230
2018
Q1 		$58K Hold
2,443
– – 0.02% 233
2017
Q4 		$59K Hold
2,443
– – 0.01% 240
2017
Q3 		$58K Hold
2,443
– – 0.02% 230
2017
Q2 		$42K Hold
2,443
– – 0.01% 232
2017
Q1 		$39K Hold
2,443
– – 0.01% 246
2016
Q4 		$39K Hold
2,443
– – 0.01% 246
2016
Q3 		$44K Hold
2,443
– – 0.01% 252
2016
Q2 		$31K Hold
2,443
– – 0.01% 291
2016
Q1 		$40K Hold
2,443
– – 0.01% 252
2015
Q4 		$27K Hold
2,443
– – 0.01% 299
2015
Q3 		$35K Hold
2,443
– – 0.02% 237
2015
Q2 		$74K Buy
2,443
+700
+40% +$23.1K 0.04% 146
2015
Q1 		$52K Buy
1,743
+633
+57% +$19.7K 0.02% 179
2014
Q4 		$39K Hold
1,110
– – 0.01% 214
2014
Q3 		$41K Hold
1,110
– – 0.01% 199
2014
Q2 		$50K Buy
+1,110
New +$45.4K 0.01% 186

Other funds holding ATI

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return