JFS Wealth Advisors’s Kohl's KSS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7	Closed	-$99	–	1968
2024 Q4	$99	Sell	7 -117	-94%	-$2.02K	﹤0.01%	1888
2024 Q3	$2.62K	Sell	124 -28	-18%	-$570	﹤0.01%	1380
2024 Q2	$3.5K	Sell	152 -2	-1%	-$48	﹤0.01%	1210
2024 Q1	$4.49K	Sell	154 -13	-8%	-$349	﹤0.01%	1139
2023 Q4	$4.79K	Buy	167 +155	+1,292%	+$3.63K	﹤0.01%	1077
2023 Q3	$252	Sell	12 -75	-86%	-$1.89K	﹤0.01%	1836
2023 Q2	$2.01K	Sell	87 -27	-24%	-$584	﹤0.01%	1386
2023 Q1	$2.68K	Buy	114 +18	+19%	+$508	﹤0.01%	1248
2022 Q4	$2.42K	Sell	96 -23	-19%	-$652	﹤0.01%	1301
2022 Q3	$3K	Buy	119 +29	+32%	+$846	﹤0.01%	1193
2022 Q2	$3K	Sell	90 -41	-31%	-$2.01K	﹤0.01%	1198
2022 Q1	$8K	Buy	131 +82	+167%	+$4.63K	﹤0.01%	870
2021 Q4	$2K	Buy	+49	New	+$2.5K	﹤0.01%	1098
2015 Q3	–	Sell	-111	Closed	-$7K	–	525
2015 Q2	$7K	Buy	+111	New	+$7.71K	﹤0.01%	388
2013 Q3	–	Sell	-6,362	Closed	-$321K	–	126
2013 Q2	$321K	Buy	+6,362	New	+$315K	0.16%	85

Other funds holding KSS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return