JFS Wealth Advisors’s Corcept Therapeutics CORT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.04K	Buy	35 +14	+67%	+$845	﹤0.01%	1467
2026 Q1	$847	Sell	21 -52	-71%	-$1.94K	﹤0.01%	1693
2025 Q4	$2.54K	Hold	73	–	–	﹤0.01%	1472
2025 Q3	$6.07K	Hold	73	–	–	﹤0.01%	1047
2025 Q2	$5.36K	Hold	73	–	–	﹤0.01%	1060
2025 Q1	$8.34K	Hold	73	–	–	﹤0.01%	935
2024 Q4	$3.68K	Hold	73	–	–	﹤0.01%	1239
2024 Q3	$3.38K	Buy	73 +2	+3%	+$71	﹤0.01%	1262
2024 Q2	$2.31K	Hold	71	–	–	﹤0.01%	1383
2024 Q1	$1.79K	Hold	71	–	–	﹤0.01%	1486
2023 Q4	$2.31K	Hold	71	–	–	﹤0.01%	1365
2023 Q3	$1.94K	Buy	71 +1	+1%	+$29	﹤0.01%	1373
2023 Q2	$1.56K	Hold	70	–	–	﹤0.01%	1479
2023 Q1	$1.52K	Sell	70 -1	-1%	-$22	﹤0.01%	1462
2022 Q4	$1.44K	Sell	71 -19	-21%	-$476	﹤0.01%	1495
2022 Q3	$2K	Sell	90 -7	-7%	-$187	﹤0.01%	1296
2022 Q2	$2K	Buy	97 +34	+54%	+$741	﹤0.01%	1297
2022 Q1	$1K	Buy	63 +39	+163%	+$830	﹤0.01%	1607
2021 Q4	$0	Buy	+24	New	+$487	﹤0.01%	1740

Other funds holding CORT

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

Handelsbanken Fonder

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

Evanson Financial Mclean, Virginia $2.04B AUM

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

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

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return