JFS Wealth Advisors’s Intellinetics INLX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-29,950	Closed	-$128K	–	1976
2022 Q4	$128K	Hold	29,950	–	–	0.01%	247
2022 Q3	$116K	Buy	+29,950	New	+$128K	0.01%	267

Other funds holding INLX

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JFS Wealth Advisors's INLX Position: Q1 2023 in Review

JFS Wealth Advisors sold out of Intellinetics (INLX) in Q1 2023, closing a stake of 29,950 shares — an estimated $128K sold.

JFS Wealth Advisors first reported a position in INLX in Q3 2022 and held it in 2 quarters. The position peaked at $128K in Q4 2022. 3 funds tracked by Wall St. Rank hold INLX as of Q1 2023.

JFS Wealth Advisors reported no remaining Intellinetics position as of Q1 2023 after selling out during the quarter.
JFS Wealth Advisors sold 29,950 Intellinetics shares in Q1 2023, an estimated $128K.
JFS Wealth Advisors first reported a position in Intellinetics in Q3 2022 and held it in 2 quarters.
JFS Wealth Advisors's Intellinetics position peaked at $128K in Q4 2022.
3 funds tracked by Wall St. Rank held Intellinetics as of Q1 2023.

Based on JFS Wealth Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.