JFS Wealth Advisors’s Embecta EMBC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$225	Buy	+69	New	+$376	﹤0.01%	2130
2025 Q1	–	Sell	-10	Closed	-$207	–	1954
2024 Q4	$207	Hold	10	–	–	﹤0.01%	1847
2024 Q3	$141	Hold	10	–	–	﹤0.01%	1886
2024 Q2	$125	Hold	10	–	–	﹤0.01%	1918
2024 Q1	$133	Hold	10	–	–	﹤0.01%	1928
2023 Q4	$190	Sell	10 -21	-68%	-$345	﹤0.01%	1910
2023 Q3	$467	Sell	31 -10	-24%	-$188	﹤0.01%	1760
2023 Q2	$886	Sell	41 -3	-7%	-$82	﹤0.01%	1644
2023 Q1	$1.24K	Sell	44 -4	-8%	-$114	﹤0.01%	1520
2022 Q4	$1.21K	Buy	48 +8	+20%	+$244	﹤0.01%	1554
2022 Q3	$1K	Buy	40 +2	+5%	+$59	﹤0.01%	1534
2022 Q2	$1K	Buy	+38	New	+$1.09K	﹤0.01%	1511

Other funds holding EMBC

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

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

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

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return