JFS Wealth Advisors’s Element Solutions ESI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.8K	Buy	267 +39	+17%	+$1.62K	﹤0.01%	907
2026 Q1	$7.78K	Sell	228 -24	-10%	-$752	﹤0.01%	1039
2025 Q4	$6.3K	Buy	252 +67	+36%	+$1.74K	﹤0.01%	1147
2025 Q3	$4.66K	Sell	185 -6	-3%	-$150	﹤0.01%	1142
2025 Q2	$4.33K	Buy	191 +24	+14%	+$503	﹤0.01%	1130
2025 Q1	$3.78K	Buy	167 +8	+5%	+$204	﹤0.01%	1239
2024 Q4	$4.04K	Hold	159	–	–	﹤0.01%	1204
2024 Q3	$4.32K	Buy	159 +5	+3%	+$131	﹤0.01%	1176
2024 Q2	$4.18K	Hold	154	–	–	﹤0.01%	1134
2024 Q1	$3.85K	Hold	154	–	–	﹤0.01%	1193
2023 Q4	$3.56K	Sell	154 -27	-15%	-$545	﹤0.01%	1195
2023 Q3	$3.55K	Buy	181 +41	+29%	+$814	﹤0.01%	1136
2023 Q2	$2.69K	Buy	140 +2	+1%	+$37	﹤0.01%	1271
2023 Q1	$2.67K	Sell	138 -38	-22%	-$750	﹤0.01%	1254
2022 Q4	$3.2K	Sell	176 -18	-9%	-$324	﹤0.01%	1182
2022 Q3	$3K	Buy	194 +107	+123%	+$2K	﹤0.01%	1166
2022 Q2	$2K	Sell	87 -64	-42%	-$1.3K	﹤0.01%	1311
2022 Q1	$3K	Buy	151 +86	+132%	+$1.98K	﹤0.01%	1232
2021 Q4	$2K	Buy	+65	New	+$1.53K	﹤0.01%	1068

Other funds holding ESI

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

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

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

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

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

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