JFS Wealth Advisors’s Boot Barn BOOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.09K	Buy	31 +5	+19%	+$811	﹤0.01%	1263
2026 Q1	$3.81K	Buy	26 +2	+8%	+$363	﹤0.01%	1287
2025 Q4	$4.24K	Buy	24 +7	+41%	+$1.31K	﹤0.01%	1303
2025 Q3	$2.82K	Hold	17	–	–	﹤0.01%	1336
2025 Q2	$2.58K	Buy	17 +7	+70%	+$929	﹤0.01%	1322
2025 Q1	$1.07K	Sell	10 -6	-38%	-$802	﹤0.01%	1629
2024 Q4	$2.43K	Buy	16 +2	+14%	+$295	﹤0.01%	1394
2024 Q3	$2.34K	Buy	14 +4	+40%	+$550	﹤0.01%	1417
2024 Q2	$1.29K	Hold	10	–	–	﹤0.01%	1601
2024 Q1	$952	Hold	10	–	–	﹤0.01%	1674
2023 Q4	$768	Sell	10 -5	-33%	-$376	﹤0.01%	1707
2023 Q3	$1.22K	Buy	15 +5	+50%	+$450	﹤0.01%	1534
2023 Q2	$847	Hold	10	–	–	﹤0.01%	1651
2023 Q1	$767	Sell	10 -1	-9%	-$77	﹤0.01%	1647
2022 Q4	$688	Hold	11	–	–	﹤0.01%	1682
2022 Q3	$1K	Buy	11 +9	+450%	+$603	﹤0.01%	1488
2022 Q2	$0	Sell	2 -6	-75%	-$514	﹤0.01%	1754
2022 Q1	$1K	Buy	8 +5	+167%	+$474	﹤0.01%	1585
2021 Q4	$0	Buy	+3	New	+$339	﹤0.01%	1722

Other funds holding BOOT

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Handelsbanken Fonder

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

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return