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JFS Wealth Advisors’s JELD-WEN Holding JELD Stock Holding History

JFS Wealth Advisors’s Portfolio JELD Stock Details JELD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-58
Closed -$1K – 1974
2022
Q3 		$1K Buy
58
+56
+2,800% +$734 ﹤0.01% 1571
2022
Q2 		$0 Sell
2
-64
-97% -$1.16K ﹤0.01% 1837
2022
Q1 		$1K Buy
66
+40
+154% +$942 ﹤0.01% 1661
2021
Q4 		$1K Buy
+26
New +$674 ﹤0.01% 1420

Other funds holding JELD

TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 JELD Position: Q4 2022 in Review

JFS Wealth Advisors sold out of JELD-WEN Holding (JELD) in Q4 2022, closing a stake of 58 shares — an estimated $1K sold.

JFS Wealth Advisors first reported a position in JELD in Q4 2021 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 167 funds tracked by Wall St. Rank hold JELD as of Q4 2022.

  • JFS Wealth Advisors reported no remaining JELD-WEN Holding position as of Q4 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 58 JELD-WEN Holding shares in Q4 2022, an estimated $1K.
  • JFS Wealth Advisors first reported a position in JELD-WEN Holding in Q4 2021 and held it in 4 quarters.
  • JFS Wealth Advisors's JELD-WEN Holding position peaked at $1K in Q3 2022.
  • 167 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q4 2022.

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