JWA
CAR icon

JFS Wealth Advisors’s Avis CAR Stock Holding History

JFS Wealth Advisors’s Portfolio CAR Stock Details CAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.81K Hold
19
– – ﹤0.01% 1494
2026
Q1 		$2.77K Sell
19
-12
-39% -$1.37K ﹤0.01% 1410
2025
Q4 		$3.98K Buy
31
+10
+48% +$1.4K ﹤0.01% 1325
2025
Q3 		$3.37K Buy
21
+10
+91% +$1.69K ﹤0.01% 1277
2025
Q2 		$1.86K Sell
11
-21
-66% -$2.26K ﹤0.01% 1410
2025
Q1 		$2.43K Buy
32
+31
+3,100% +$2.49K ﹤0.01% 1402
2024
Q4 		$81 Buy
+1
New +$91 ﹤0.01% 1897
2024
Q3 		– Sell
-8
Closed -$837 – 1972
2024
Q2 		$837 Hold
8
– – ﹤0.01% 1707
2024
Q1 		$980 Sell
8
-18
-69% -$2.48K ﹤0.01% 1664
2023
Q4 		$4.61K Sell
26
-2
-7% -$365 ﹤0.01% 1091
2023
Q3 		$5.03K Sell
28
-4
-13% -$867 ﹤0.01% 990
2023
Q2 		$7.32K Buy
32
+21
+191% +$3.85K ﹤0.01% 844
2023
Q1 		$2.14K Sell
11
-24
-69% -$4.82K ﹤0.01% 1332
2022
Q4 		$5.74K Buy
35
+29
+483% +$5.82K ﹤0.01% 935
2022
Q3 		$1K Sell
6
-41
-87% -$6.74K ﹤0.01% 1497
2022
Q2 		$7K Buy
47
+12
+34% +$2.63K ﹤0.01% 861
2022
Q1 		$9K Buy
35
+20
+133% +$4.02K ﹤0.01% 805
2021
Q4 		$3K Buy
+15
New +$3.33K ﹤0.01% 918

Other funds holding CAR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 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
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return