JWA
CWK icon

JFS Wealth Advisors’s Cushman & Wakefield Ltd CWK Stock Holding History

JFS Wealth Advisors’s Portfolio CWK Stock Details CWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.68K Buy
275
+26
+10% +$349 ﹤0.01% 1402
2026
Q1 		$3.05K Buy
249
+16
+7% +$229 ﹤0.01% 1382
2025
Q4 		$3.77K Buy
233
+76
+48% +$1.21K ﹤0.01% 1346
2025
Q3 		$2.5K Buy
157
+12
+8% +$169 ﹤0.01% 1377
2025
Q2 		$1.61K Sell
145
-17
-10% -$167 ﹤0.01% 1450
2025
Q1 		$1.66K Sell
162
-36
-18% -$438 ﹤0.01% 1527
2024
Q4 		$2.59K Buy
198
+21
+12% +$292 ﹤0.01% 1374
2024
Q3 		$2.41K Buy
177
+33
+23% +$416 ﹤0.01% 1405
2024
Q2 		$1.5K Buy
144
+35
+32% +$362 ﹤0.01% 1542
2024
Q1 		$1.14K Hold
109
– – ﹤0.01% 1626
2023
Q4 		$1.18K Sell
109
-40
-27% -$333 ﹤0.01% 1608
2023
Q3 		$1.14K Buy
149
+31
+26% +$281 ﹤0.01% 1564
2023
Q2 		$966 Sell
118
-46
-28% -$400 ﹤0.01% 1618
2023
Q1 		$1.73K Buy
164
+32
+24% +$412 ﹤0.01% 1418
2022
Q4 		$1.65K Buy
132
+126
+2,100% +$1.46K ﹤0.01% 1443
2022
Q3 		$0 Sell
6
-23
-79% -$347 ﹤0.01% 1777
2022
Q2 		$0 Sell
29
-108
-79% -$1.9K ﹤0.01% 1794
2022
Q1 		$3K Buy
137
+81
+145% +$1.72K ﹤0.01% 1226
2021
Q4 		$1K Buy
+56
New +$1.08K ﹤0.01% 1317

Other funds holding CWK

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 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