JWA
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JFS Wealth Advisors’s Barclays BCS Stock Holding History

JFS Wealth Advisors’s Portfolio BCS Stock Details BCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$45.1K Hold
1,680
– – ﹤0.01% 567
2026
Q1 		$35.5K Hold
1,680
– – ﹤0.01% 592
2025
Q4 		$42.8K Hold
1,680
– – ﹤0.01% 566
2025
Q3 		$34.7K Hold
1,680
– – ﹤0.01% 579
2025
Q2 		$31.2K Hold
1,680
– – ﹤0.01% 558
2025
Q1 		$25.8K Hold
1,680
– – ﹤0.01% 607
2024
Q4 		$22.3K Hold
1,680
– – ﹤0.01% 614
2024
Q3 		$20.4K Buy
1,680
+477
+40% +$5.58K ﹤0.01% 634
2024
Q2 		$12.9K Hold
1,203
– – ﹤0.01% 716
2024
Q1 		$11.4K Sell
1,203
-34
-3% -$278 ﹤0.01% 777
2023
Q4 		$9.75K Buy
1,237
+283
+30% +$2.04K ﹤0.01% 780
2023
Q3 		$7.43K Sell
954
-220
-19% -$1.71K ﹤0.01% 830
2023
Q2 		$9.23K Sell
1,174
-225
-16% -$1.74K ﹤0.01% 751
2023
Q1 		$10.1K Buy
1,399
+50
+4% +$413 ﹤0.01% 721
2022
Q4 		$10.5K Sell
1,349
-547
-29% -$3.99K ﹤0.01% 689
2022
Q3 		$12K Buy
1,896
+7
+0.4% +$54 ﹤0.01% 667
2022
Q2 		$14K Buy
1,889
+1,133
+150% +$8.89K ﹤0.01% 660
2022
Q1 		$6K Sell
756
-657
-46% -$6.7K ﹤0.01% 952
2021
Q4 		$15K Buy
1,413
+250
+21% +$2.62K ﹤0.01% 616
2021
Q3 		$12K Sell
1,163
-472
-29% -$4.7K ﹤0.01% 613
2021
Q2 		$16K Hold
1,635
– – ﹤0.01% 391
2021
Q1 		$17K Sell
1,635
-1,684
-51% -$14.8K ﹤0.01% 355
2020
Q4 		$27K Hold
3,319
– – 0.01% 297
2020
Q3 		$17K Hold
3,319
– – ﹤0.01% 326
2020
Q2 		$19K Hold
3,319
– – ﹤0.01% 303
2020
Q1 		$15K Buy
3,319
+432
+15% +$3.34K ﹤0.01% 292
2019
Q4 		$27K Hold
2,887
– – 0.01% 281
2019
Q3 		$21K Sell
2,887
-61
-2% -$441 0.01% 296
2019
Q2 		$22K Buy
2,948
+235
+9% +$1.86K 0.01% 291
2019
Q1 		$21K Sell
2,713
-66
-2% -$530 0.01% 292
2018
Q4 		$20K Buy
2,779
+316
+13% +$2.55K 0.01% 283
2018
Q3 		$21K Hold
2,463
– – 0.01% 319
2018
Q2 		$24K Hold
2,463
– – 0.01% 295
2018
Q1 		$28K Hold
2,463
– – 0.01% 286
2017
Q4 		$26K Buy
2,463
+25
+1% +$243 0.01% 298
2017
Q3 		$24K Buy
2,438
+225
+10% +$2.23K 0.01% 297
2017
Q2 		$22K Sell
2,213
-1,146
-34% -$11.7K 0.01% 288
2017
Q1 		$35K Sell
3,359
-29
-0.9% -$312 0.01% 256
2016
Q4 		$35K Sell
3,388
-431
-11% -$4.06K 0.01% 256
2016
Q3 		$31K Buy
3,819
+395
+12% +$3.12K 0.01% 279
2016
Q2 		$24K Buy
3,424
+44
+1% +$396 0.01% 307
2016
Q1 		$27K Buy
3,380
+368
+12% +$3.43K 0.01% 291
2015
Q4 		$37K Buy
3,012
+279
+10% +$3.7K 0.01% 272
2015
Q3 		$38K Sell
2,733
-300
-10% -$4.61K 0.02% 232
2015
Q2 		$47K Buy
3,033
+37
+1% +$556 0.02% 191
2015
Q1 		$41K Hold
2,996
– – 0.02% 199
2014
Q4 		$42K Buy
+2,996
New +$41.1K 0.01% 201
2014
Q3 		– Sell
-3,010
Closed -$41K – 486
2014
Q2 		$41K Buy
+3,010
New +$45.6K 0.01% 207

Other funds holding BCS

CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return