JFS Wealth Advisors’s Earthstone Energy Inc. Class A Common Stock ESTE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-24	Closed	-$486	–	2067
2023 Q3	$486	Buy	+24	New	+$418	﹤0.01%	1752
2023 Q1	–	Sell	-7	Closed	-$100	–	2010
2022 Q4	$100	Buy	+7	New	+$104	﹤0.01%	1879

Other funds holding ESTE

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

JFS Wealth Advisors sold out of Earthstone Energy Inc. Class A Common Stock (ESTE) in Q4 2023, closing a stake of 24 shares — an estimated $486 sold.

JFS Wealth Advisors first reported a position in ESTE in Q4 2022 and held it in 2 quarters. The position peaked at $486 in Q3 2023. 2 funds tracked by Wall St. Rank hold ESTE as of Q4 2023.

JFS Wealth Advisors reported no remaining Earthstone Energy Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
JFS Wealth Advisors sold 24 Earthstone Energy Inc. Class A Common Stock shares in Q4 2023, an estimated $486.
JFS Wealth Advisors first reported a position in Earthstone Energy Inc. Class A Common Stock in Q4 2022 and held it in 2 quarters.
JFS Wealth Advisors's Earthstone Energy Inc. Class A Common Stock position peaked at $486 in Q3 2023.
2 funds tracked by Wall St. Rank held Earthstone Energy Inc. Class A Common Stock as of Q4 2023.

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