JFS Wealth Advisors’s CarGurus CARG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.76K	Buy	81 +10	+14%	+$324	﹤0.01%	1500
2026 Q1	$2.42K	Sell	71 -1	-1%	-$33	﹤0.01%	1448
2025 Q4	$2.76K	Buy	72 +16	+29%	+$577	﹤0.01%	1444
2025 Q3	$2.08K	Sell	56 -1	-2%	-$34	﹤0.01%	1427
2025 Q2	$1.91K	Sell	57 -3	-5%	-$90	﹤0.01%	1402
2025 Q1	$1.75K	Buy	60 +4	+7%	+$140	﹤0.01%	1512
2024 Q4	$2.05K	Hold	56	–	–	﹤0.01%	1470
2024 Q3	$1.68K	Buy	56 +2	+4%	+$54	﹤0.01%	1560
2024 Q2	$1.42K	Hold	54	–	–	﹤0.01%	1564
2024 Q1	$1.25K	Hold	54	–	–	﹤0.01%	1600
2023 Q4	$1.3K	Buy	54 +6	+13%	+$121	﹤0.01%	1568
2023 Q3	$841	Buy	48 +5	+12%	+$99	﹤0.01%	1634
2023 Q2	$974	Sell	43 -6	-12%	-$114	﹤0.01%	1615
2023 Q1	$916	Buy	49 +19	+63%	+$323	﹤0.01%	1608
2022 Q4	$420	Sell	30 -2	-6%	-$27	﹤0.01%	1758
2022 Q3	$0	Buy	32 +21	+191%	+$426	﹤0.01%	1751
2022 Q2	$0	Sell	11 -500	-98%	-$14.8K	﹤0.01%	1762
2022 Q1	$22K	Buy	511 +495	+3,094%	+$18.2K	﹤0.01%	574
2021 Q4	$1K	Buy	+16	New	+$562	﹤0.01%	1282

Other funds holding CARG

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

Assenagon Asset Management

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

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

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

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return