JFS Wealth Advisors’s Aurora AUR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.17K	Hold	464	–	–	﹤0.01%	1456
2026 Q1	$1.91K	Sell	464 -2	-0.4%	-$9	﹤0.01%	1520
2025 Q4	$1.79K	Hold	466	–	–	﹤0.01%	1582
2025 Q3	$2.51K	Hold	466	–	–	﹤0.01%	1373
2025 Q2	$2.44K	Hold	466	–	–	﹤0.01%	1344
2025 Q1	$3.13K	Hold	466	–	–	﹤0.01%	1303
2024 Q4	$2.94K	Hold	466	–	–	﹤0.01%	1325
2024 Q3	$2.76K	Sell	466 -44	-9%	-$183	﹤0.01%	1351
2024 Q2	$1.41K	Buy	510 +449	+736%	+$1.24K	﹤0.01%	1565
2024 Q1	$173	Buy	61 +24	+65%	+$69	﹤0.01%	1905
2023 Q4	$162	Buy	+37	New	+$92	﹤0.01%	1921

Other funds holding AUR

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Finivi Inc Westborough, Massachusetts $195M AUM 34.2% 1-Year Est. Return

Financial Planning Fort Collins Fort Collins, Colorado $127M AUM

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return