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 $4.42B AUM 22.6% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JFS Wealth Advisors's ATSG Position: Q2 2024 in Review

JFS Wealth Advisors sold out of Air Transport Services Group (ATSG) in Q2 2024, closing a stake of 24 shares — an estimated $331 sold.

JFS Wealth Advisors first reported a position in ATSG in Q4 2021 and held it in 10 quarters. The position peaked at $2K in Q2 2022. 154 funds tracked by Wall St. Rank hold ATSG as of Q2 2024.

JFS Wealth Advisors reported no remaining Air Transport Services Group position as of Q2 2024 after selling out during the quarter.
JFS Wealth Advisors sold 24 Air Transport Services Group shares in Q2 2024, an estimated $331.
JFS Wealth Advisors first reported a position in Air Transport Services Group in Q4 2021 and held it in 10 quarters.
JFS Wealth Advisors's Air Transport Services Group position peaked at $2K in Q2 2022.
154 funds tracked by Wall St. Rank held Air Transport Services Group as of Q2 2024.

Based on JFS Wealth Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.