JWA
EYE icon

JFS Wealth Advisors’s National Vision EYE Stock Holding History

JFS Wealth Advisors’s Portfolio EYE Stock Details EYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-45
Closed -$590 – 1982
2024
Q2 		$590 Hold
45
– – ﹤0.01% 1782
2024
Q1 		$998 Hold
45
– – ﹤0.01% 1661
2023
Q4 		$942 Buy
45
+42
+1,400% +$745 ﹤0.01% 1670
2023
Q3 		$49 Sell
3
-28
-90% -$560 ﹤0.01% 1932
2023
Q2 		$753 Buy
+31
New +$721 ﹤0.01% 1681
2023
Q1 		– Sell
-49
Closed -$1.9K – 1970
2022
Q4 		$1.9K Buy
49
+30
+158% +$1.12K ﹤0.01% 1396
2022
Q3 		$1K Buy
19
+15
+375% +$487 ﹤0.01% 1544
2022
Q2 		$0 Sell
4
-28
-88% -$923 ﹤0.01% 1804
2022
Q1 		$1K Buy
32
+19
+146% +$771 ﹤0.01% 1629
2021
Q4 		$1K Buy
+13
New +$696 ﹤0.01% 1343

Other funds holding EYE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 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 EYE Position: Q3 2024 in Review

JFS Wealth Advisors sold out of National Vision (EYE) in Q3 2024, closing a stake of 45 shares — an estimated $590 sold.

JFS Wealth Advisors first reported a position in EYE in Q4 2021 and held it in 10 quarters. The position peaked at $1.9K in Q4 2022. 203 funds tracked by Wall St. Rank hold EYE as of Q3 2024.

  • JFS Wealth Advisors reported no remaining National Vision position as of Q3 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 45 National Vision shares in Q3 2024, an estimated $590.
  • JFS Wealth Advisors first reported a position in National Vision in Q4 2021 and held it in 10 quarters.
  • JFS Wealth Advisors's National Vision position peaked at $1.9K in Q4 2022.
  • 203 funds tracked by Wall St. Rank held National Vision as of Q3 2024.

Based on JFS Wealth Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.