JWA
BELFB

JFS Wealth Advisors’s Bel Fuse Inc Class B BELFB Stock Holding History

JFS Wealth Advisors’s Portfolio BELFB Stock Details BELFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,500
Closed -$27K – 559
2020
Q2 		$27K Buy
+2,500
New +$22.9K 0.01% 275

Other funds holding BELFB

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

JFS Wealth Advisors sold out of Bel Fuse Inc Class B (BELFB) in Q3 2020, closing a stake of 2,500 shares — an estimated $27K sold.

JFS Wealth Advisors first reported a position in BELFB in Q2 2020 and held it in 1 quarter. The position peaked at $27K in Q2 2020. 87 funds tracked by Wall St. Rank hold BELFB as of Q3 2020.

  • JFS Wealth Advisors reported no remaining Bel Fuse Inc Class B position as of Q3 2020 after selling out during the quarter.
  • JFS Wealth Advisors sold 2,500 Bel Fuse Inc Class B shares in Q3 2020, an estimated $27K.
  • JFS Wealth Advisors first reported a position in Bel Fuse Inc Class B in Q2 2020 and held it in 1 quarter.
  • JFS Wealth Advisors's Bel Fuse Inc Class B position peaked at $27K in Q2 2020.
  • 87 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q3 2020.

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