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JFS Wealth Advisors’s Emergent Biosolutions EBS Stock Holding History

JFS Wealth Advisors’s Portfolio EBS Stock Details EBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-29
Closed -$301 – 1987
2023
Q1 		$301 Hold
29
– – ﹤0.01% 1783
2022
Q4 		$342 Sell
29
-173
-86% -$2.68K ﹤0.01% 1787
2022
Q3 		$4K Buy
202
+17
+9% +$473 ﹤0.01% 1049
2022
Q2 		$6K Sell
185
-19
-9% -$649 ﹤0.01% 926
2022
Q1 		$8K Buy
204
+18
+10% +$794 ﹤0.01% 860
2021
Q4 		$8K Buy
186
+13
+8% +$588 ﹤0.01% 717
2021
Q3 		$9K Buy
+173
New +$10.5K ﹤0.01% 654

Other funds holding EBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JFS Wealth Advisors's EBS Position: Q2 2023 in Review

JFS Wealth Advisors sold out of Emergent Biosolutions (EBS) in Q2 2023, closing a stake of 29 shares — an estimated $301 sold.

JFS Wealth Advisors first reported a position in EBS in Q3 2021 and held it in 7 quarters. The position peaked at $9K in Q3 2021. 183 funds tracked by Wall St. Rank hold EBS as of Q2 2023.

  • JFS Wealth Advisors reported no remaining Emergent Biosolutions position as of Q2 2023 after selling out during the quarter.
  • JFS Wealth Advisors sold 29 Emergent Biosolutions shares in Q2 2023, an estimated $301.
  • JFS Wealth Advisors first reported a position in Emergent Biosolutions in Q3 2021 and held it in 7 quarters.
  • JFS Wealth Advisors's Emergent Biosolutions position peaked at $9K in Q3 2021.
  • 183 funds tracked by Wall St. Rank held Emergent Biosolutions as of Q2 2023.

Based on JFS Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.