JFS Wealth Advisors’s KT KT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.56K	Hold	90	–	–	﹤0.01%	1685
2026 Q1	$1.93K	Sell	90 -140	-61%	-$3.01K	﹤0.01%	1516
2025 Q4	$4.36K	Hold	230	–	–	﹤0.01%	1296
2025 Q3	$4.49K	Hold	230	–	–	﹤0.01%	1157
2025 Q2	$4.78K	Hold	230	–	–	﹤0.01%	1104
2025 Q1	$4.07K	Sell	230 -192	-45%	-$3.31K	﹤0.01%	1207
2024 Q4	$6.55K	Sell	422 -176	-29%	-$2.8K	﹤0.01%	1010
2024 Q3	$9.2K	Hold	598	–	–	﹤0.01%	889
2024 Q2	$8.18K	Buy	598 +102	+21%	+$1.34K	﹤0.01%	858
2024 Q1	$6.95K	Sell	496 -162	-25%	-$2.23K	﹤0.01%	957
2023 Q4	$8.84K	Buy	658 +228	+53%	+$2.92K	﹤0.01%	812
2023 Q3	$5.51K	Sell	430 -128	-23%	-$1.54K	﹤0.01%	956
2023 Q2	$6.31K	Buy	558 +26	+5%	+$303	﹤0.01%	903
2023 Q1	$6.03K	Buy	532 +49	+10%	+$627	﹤0.01%	912
2022 Q4	$6.52K	Sell	483 -147	-23%	-$1.96K	﹤0.01%	885
2022 Q3	$8K	Sell	630 -225	-26%	-$3.1K	﹤0.01%	809
2022 Q2	$12K	Buy	855 +97	+13%	+$1.39K	﹤0.01%	716
2022 Q1	$11K	Buy	758 +583	+333%	+$7.73K	﹤0.01%	763
2021 Q4	$2K	Buy	+175	New	+$2.29K	﹤0.01%	1099

Other funds holding KT

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return