JFS Wealth Advisors’s Cabot Corp CBT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3K	Hold	33	–	–	﹤0.01%	1476
2026 Q1	$2.49K	Sell	33 -15	-31%	-$1.09K	﹤0.01%	1442
2025 Q4	$3.18K	Sell	48 -1	-2%	-$67	﹤0.01%	1409
2025 Q3	$3.73K	Hold	49	–	–	﹤0.01%	1230
2025 Q2	$3.67K	Sell	49 -1	-2%	-$77	﹤0.01%	1195
2025 Q1	$4.16K	Buy	50 +1	+2%	+$86	﹤0.01%	1193
2024 Q4	$4.47K	Hold	49	–	–	﹤0.01%	1170
2024 Q3	$5.48K	Buy	49 +1	+2%	+$100	﹤0.01%	1085
2024 Q2	$4.41K	Hold	48	–	–	﹤0.01%	1118
2024 Q1	$4.43K	Hold	48	–	–	﹤0.01%	1144
2023 Q4	$4.01K	Hold	48	–	–	﹤0.01%	1143
2023 Q3	$3.33K	Hold	48	–	–	﹤0.01%	1167
2023 Q2	$3.21K	Hold	48	–	–	﹤0.01%	1201
2023 Q1	$3.68K	Sell	48 -2	-4%	-$150	﹤0.01%	1118
2022 Q4	$3.34K	Sell	50 -1	-2%	-$70	﹤0.01%	1160
2022 Q3	$3K	Buy	51 +1	+2%	+$70	﹤0.01%	1152
2022 Q2	$3K	Buy	50 +9	+22%	+$615	﹤0.01%	1156
2022 Q1	$3K	Buy	41 +27	+193%	+$1.78K	﹤0.01%	1218
2021 Q4	$1K	Buy	+14	New	+$770	﹤0.01%	1285

Other funds holding CBT

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

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

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

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

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