JFS Wealth Advisors’s Fulgent Genetics FLGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-400	Closed	-$15K	–	1966
2022 Q3	$15K	Hold	400	–	–	﹤0.01%	629
2022 Q2	$22K	Hold	400	–	–	﹤0.01%	570
2022 Q1	$25K	Hold	400	–	–	﹤0.01%	553
2021 Q4	$40K	Buy	400 +100	+33%	+$8.79K	﹤0.01%	455
2021 Q3	$27K	Buy	+300	New	+$27.3K	﹤0.01%	497

Other funds holding FLGT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JFS Wealth Advisors's FLGT Position: Q4 2022 in Review

JFS Wealth Advisors sold out of Fulgent Genetics (FLGT) in Q4 2022, closing a stake of 400 shares — an estimated $15K sold.

JFS Wealth Advisors first reported a position in FLGT in Q3 2021 and held it in 5 quarters. The position peaked at $40K in Q4 2021. 224 funds tracked by Wall St. Rank hold FLGT as of Q4 2022.

JFS Wealth Advisors reported no remaining Fulgent Genetics position as of Q4 2022 after selling out during the quarter.
JFS Wealth Advisors sold 400 Fulgent Genetics shares in Q4 2022, an estimated $15K.
JFS Wealth Advisors first reported a position in Fulgent Genetics in Q3 2021 and held it in 5 quarters.
JFS Wealth Advisors's Fulgent Genetics position peaked at $40K in Q4 2021.
224 funds tracked by Wall St. Rank held Fulgent Genetics as of Q4 2022.

Based on JFS Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.