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JFS Wealth Advisors’s GrafTech EAF Stock Holding History

JFS Wealth Advisors’s Portfolio EAF Stock Details EAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11
Closed -$433 – 2011
2023
Q3 		$433 Buy
11
+1
+10% +$42 ﹤0.01% 1768
2023
Q2 		$494 Sell
10
-4
-29% -$186 ﹤0.01% 1762
2023
Q1 		$657 Buy
14
+6
+75% +$325 ﹤0.01% 1677
2022
Q4 		$386 Sell
8
-3
-27% -$146 ﹤0.01% 1771
2022
Q3 		$0 Buy
11
+6
+120% +$382 ﹤0.01% 1784
2022
Q2 		$0 Sell
5
-7
-58% -$610 ﹤0.01% 1798
2022
Q1 		$1K Buy
12
+8
+200% +$831 ﹤0.01% 1624
2021
Q4 		$1K Buy
+4
New +$464 ﹤0.01% 1329
2019
Q4 		– Sell
-23
Closed -$3K – 524
2019
Q3 		$3K Buy
+23
New +$2.73K ﹤0.01% 429

Other funds holding EAF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
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
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

JFS Wealth Advisors's EAF Position: Q4 2023 in Review

JFS Wealth Advisors sold out of GrafTech (EAF) in Q4 2023, closing a stake of 11 shares — an estimated $433 sold.

JFS Wealth Advisors first reported a position in EAF in Q3 2019 and held it in 9 quarters. The position peaked at $3K in Q3 2019. 171 funds tracked by Wall St. Rank hold EAF as of Q4 2023.

  • JFS Wealth Advisors reported no remaining GrafTech position as of Q4 2023 after selling out during the quarter.
  • JFS Wealth Advisors sold 11 GrafTech shares in Q4 2023, an estimated $433.
  • JFS Wealth Advisors first reported a position in GrafTech in Q3 2019 and held it in 9 quarters.
  • JFS Wealth Advisors's GrafTech position peaked at $3K in Q3 2019.
  • 171 funds tracked by Wall St. Rank held GrafTech as of Q4 2023.

Based on JFS Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.