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JFS Wealth Advisors’s Bel Fuse Inc Class A BELFA Stock Holding History

JFS Wealth Advisors’s Portfolio BELFA Stock Details BELFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,000
Closed -$20K – 558
2020
Q2 		$20K Buy
+2,000
New +$17.9K 0.01% 301

Other funds holding BELFA

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SMP
Santa Monica Partners Palm Beach Gardens, Florida $179M AUM 19.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAMOG
Investors Asset Management of Georgia Atlanta, Georgia $244M AUM 26.8% 1-Year Est. Return

JFS Wealth Advisors's BELFA Position: Q3 2020 in Review

JFS Wealth Advisors sold out of Bel Fuse Inc Class A (BELFA) in Q3 2020, closing a stake of 2,000 shares — an estimated $20K sold.

JFS Wealth Advisors first reported a position in BELFA in Q2 2020 and held it in 1 quarter. The position peaked at $20K in Q2 2020. 14 funds tracked by Wall St. Rank hold BELFA as of Q3 2020.

  • JFS Wealth Advisors reported no remaining Bel Fuse Inc Class A position as of Q3 2020 after selling out during the quarter.
  • JFS Wealth Advisors sold 2,000 Bel Fuse Inc Class A shares in Q3 2020, an estimated $20K.
  • JFS Wealth Advisors first reported a position in Bel Fuse Inc Class A in Q2 2020 and held it in 1 quarter.
  • JFS Wealth Advisors's Bel Fuse Inc Class A position peaked at $20K in Q2 2020.
  • 14 funds tracked by Wall St. Rank held Bel Fuse Inc Class A as of Q3 2020.

Based on JFS Wealth Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.