JFS Wealth Advisors’s Howard Hughes HHH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.36K	Hold	19	–	–	﹤0.01%	1728
2026 Q1	$1.2K	Sell	19 -206	-92%	-$15.4K	﹤0.01%	1637
2025 Q4	$17.9K	Sell	225 -10	-4%	-$828	﹤0.01%	780
2025 Q3	$19.3K	Buy	235 +197	+518%	+$14.6K	﹤0.01%	707
2025 Q2	$2.56K	Hold	38	–	–	﹤0.01%	1325
2025 Q1	$2.82K	Hold	38	–	–	﹤0.01%	1337
2024 Q4	$2.92K	Hold	38	–	–	﹤0.01%	1327
2024 Q3	$2.94K	Sell	38 -1	-3%	-$71	﹤0.01%	1325
2024 Q2	$2.4K	Sell	39 -4	-9%	-$251	﹤0.01%	1366
2024 Q1	$2.98K	Buy	43 +9	+26%	+$668	﹤0.01%	1300
2023 Q4	$2.74K	Sell	34 -12	-26%	-$842	﹤0.01%	1300
2023 Q3	$3.26K	Buy	46 +1	+2%	+$75	﹤0.01%	1179
2023 Q2	$3.39K	Sell	45 -5	-10%	-$362	﹤0.01%	1186
2023 Q1	$3.84K	Buy	50 +15	+43%	+$1.17K	﹤0.01%	1101
2022 Q4	$2.52K	Buy	35 +13	+59%	+$828	﹤0.01%	1281
2022 Q3	$1K	Buy	22 +20	+1,000%	+$1.28K	﹤0.01%	1559
2022 Q2	$0	Sell	2 -38	-95%	-$3.12K	﹤0.01%	1821
2022 Q1	$4K	Buy	40 +25	+167%	+$2.31K	﹤0.01%	1138
2021 Q4	$1K	Buy	+15	New	+$1.31K	﹤0.01%	1389

Other funds holding HHH

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Handelsbanken Fonder

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return