JWA
DK icon

JFS Wealth Advisors’s Delek US DK Stock Holding History

JFS Wealth Advisors’s Portfolio DK Stock Details DK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1
Closed -$19 – 1950
2024
Q4 		$19 Sell
1
-2
-67% -$36 ﹤0.01% 1930
2024
Q3 		$57 Sell
3
-10
-77% -$212 ﹤0.01% 1925
2024
Q2 		$322 Hold
13
– – ﹤0.01% 1857
2024
Q1 		$400 Sell
13
-1
-7% -$27 ﹤0.01% 1823
2023
Q4 		$362 Buy
14
+2
+17% +$53 ﹤0.01% 1845
2023
Q3 		$341 Buy
12
+2
+20% +$54 ﹤0.01% 1800
2023
Q2 		$240 Buy
10
+1
+11% +$23 ﹤0.01% 1858
2023
Q1 		$207 Hold
9
– – ﹤0.01% 1821
2022
Q4 		$243 Buy
9
+2
+29% +$59 ﹤0.01% 1819
2022
Q3 		$0 Buy
7
+6
+600% +$158 ﹤0.01% 1781
2022
Q2 		$0 Hold
1
– – ﹤0.01% 1796
2022
Q1 		$0 Hold
1
– – ﹤0.01% 1853
2021
Q4 		$0 Buy
+1
New +$18 ﹤0.01% 1755

Other funds holding DK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

JFS Wealth Advisors's DK Position: Q1 2025 in Review

JFS Wealth Advisors sold out of Delek US (DK) in Q1 2025, closing a stake of 1 share — an estimated $19 sold.

JFS Wealth Advisors first reported a position in DK in Q4 2021 and held it in 13 quarters. The position peaked at $400 in Q1 2024. 219 funds tracked by Wall St. Rank hold DK as of Q1 2025.

  • JFS Wealth Advisors reported no remaining Delek US position as of Q1 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 1 Delek US share in Q1 2025, an estimated $19.
  • JFS Wealth Advisors first reported a position in Delek US in Q4 2021 and held it in 13 quarters.
  • JFS Wealth Advisors's Delek US position peaked at $400 in Q1 2024.
  • 219 funds tracked by Wall St. Rank held Delek US as of Q1 2025.

Based on JFS Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.