JFS Wealth Advisors’s Hertz HTZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$75	Buy	+33	New	+$180	﹤0.01%	2224
2024 Q3	–	Sell	-11	Closed	-$39	–	1986
2024 Q2	$39	Sell	11 -62	-85%	-$315	﹤0.01%	1967
2024 Q1	$572	Hold	73	–	–	﹤0.01%	1763
2023 Q4	$759	Sell	73 -89	-55%	-$859	﹤0.01%	1709
2023 Q3	$1.99K	Buy	162 +97	+149%	+$1.62K	﹤0.01%	1362
2023 Q2	$1.2K	Buy	65 +7	+12%	+$115	﹤0.01%	1551
2023 Q1	$945	Buy	58 +13	+29%	+$227	﹤0.01%	1597
2022 Q4	$693	Buy	45 +14	+45%	+$236	﹤0.01%	1681
2022 Q3	$1K	Buy	+31	New	+$582	﹤0.01%	1563

Other funds holding HTZ

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 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

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Davis Capital Management Jacksonville, Florida $169M AUM 22.99% 1-Year Est. Return