JWA
ATSG

JFS Wealth Advisors’s Air Transport Services Group ATSG Stock Holding History

JFS Wealth Advisors’s Portfolio ATSG Stock Details ATSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-24
Closed -$331 – 2055
2024
Q1 		$331 Sell
24
-37
-61% -$533 ﹤0.01% 1845
2023
Q4 		$1.07K Sell
61
-2
-3% -$36 ﹤0.01% 1642
2023
Q3 		$1.31K Buy
63
+19
+43% +$396 ﹤0.01% 1514
2023
Q2 		$831 Buy
44
+37
+529% +$688 ﹤0.01% 1655
2023
Q1 		$146 Sell
7
-43
-86% -$1.04K ﹤0.01% 1859
2022
Q4 		$1.3K Buy
50
+22
+79% +$606 ﹤0.01% 1526
2022
Q3 		$1K Sell
28
-36
-56% -$1.04K ﹤0.01% 1692
2022
Q2 		$2K Buy
64
+9
+16% +$274 ﹤0.01% 1423
2022
Q1 		$2K Buy
55
+31
+129% +$905 ﹤0.01% 1532
2021
Q4 		$1K Buy
+24
New +$638 ﹤0.01% 1638

Other funds holding ATSG

ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return