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JFS Wealth Advisors’s Kosmos Energy KOS Stock Holding History

JFS Wealth Advisors’s Portfolio KOS Stock Details KOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6
Closed -$21 – 1967
2024
Q4 		$21 Sell
6
-7
-54% -$27 ﹤0.01% 1927
2024
Q3 		$53 Sell
13
-159
-92% -$775 ﹤0.01% 1928
2024
Q2 		$953 Buy
172
+37
+27% +$216 ﹤0.01% 1679
2024
Q1 		$805 Sell
135
-35
-21% -$210 ﹤0.01% 1707
2023
Q4 		$1.14K Sell
170
-30
-15% -$210 ﹤0.01% 1627
2023
Q3 		$1.64K Buy
200
+96
+92% +$680 ﹤0.01% 1438
2023
Q2 		$623 Buy
104
+19
+22% +$124 ﹤0.01% 1715
2023
Q1 		$633 Buy
85
+11
+15% +$81 ﹤0.01% 1681
2022
Q4 		$471 Buy
74
+16
+28% +$100 ﹤0.01% 1738
2022
Q3 		$0 Buy
58
+38
+190% +$230 ﹤0.01% 1831
2022
Q2 		$0 Buy
+20
New +$144 ﹤0.01% 1846

Other funds holding KOS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EPIM
Equinox Partners Investment Management Stamford, Connecticut $245M AUM 225.58% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JFS Wealth Advisors's KOS Position: Q1 2025 in Review

JFS Wealth Advisors sold out of Kosmos Energy (KOS) in Q1 2025, closing a stake of 6 shares — an estimated $21 sold.

JFS Wealth Advisors first reported a position in KOS in Q2 2022 and held it in 11 quarters. The position peaked at $1.64K in Q3 2023. 252 funds tracked by Wall St. Rank hold KOS as of Q1 2025.

  • JFS Wealth Advisors reported no remaining Kosmos Energy position as of Q1 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 6 Kosmos Energy shares in Q1 2025, an estimated $21.
  • JFS Wealth Advisors first reported a position in Kosmos Energy in Q2 2022 and held it in 11 quarters.
  • JFS Wealth Advisors's Kosmos Energy position peaked at $1.64K in Q3 2023.
  • 252 funds tracked by Wall St. Rank held Kosmos Energy as of Q1 2025.

Based on JFS Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.