JWA
CLB icon

JFS Wealth Advisors’s Core Laboratories CLB Stock Holding History

JFS Wealth Advisors’s Portfolio CLB Stock Details CLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$129 Buy
+11
New +$157 ﹤0.01% 2209
2024
Q2 		– Sell
-6
Closed -$103 – 1997
2024
Q1 		$103 Sell
6
-225
-97% -$3.54K ﹤0.01% 1947
2023
Q4 		$4.08K Buy
+231
New +$4.65K ﹤0.01% 1135
2019
Q2 		– Sell
-20
Closed -$1K – 463
2019
Q1 		$1K Buy
+20
New +$1.34K ﹤0.01% 446
2018
Q2 		– Sell
-25
Closed -$3K – 477
2018
Q1 		$3K Hold
25
– – ﹤0.01% 447
2017
Q4 		$3K Buy
+25
New +$2.5K ﹤0.01% 458
2016
Q2 		– Sell
-23
Closed -$3K – 520
2016
Q1 		$3K Buy
+23
New +$2.39K ﹤0.01% 477

Other funds holding CLB

CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return