JWA
BL icon

JFS Wealth Advisors’s BlackLine BL Stock Holding History

JFS Wealth Advisors’s Portfolio BL Stock Details BL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$225 Buy
+8
New +$239 ﹤0.01% 2129
2025
Q2 		– Sell
-8
Closed -$388 – 1883
2025
Q1 		$388 Hold
8
– – ﹤0.01% 1797
2024
Q4 		$487 Hold
8
– – ﹤0.01% 1783
2024
Q3 		$442 Buy
8
+7
+700% +$345 ﹤0.01% 1813
2024
Q2 		$49 Hold
1
– – ﹤0.01% 1958
2024
Q1 		$65 Buy
+1
New +$61 ﹤0.01% 1969
2022
Q2 		– Sell
-33
Closed -$2K – 1747
2022
Q1 		$2K Buy
+33
New +$2.67K ﹤0.01% 1378

Other funds holding BL

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FIA
FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return