JFS Wealth Advisors’s Quaker Houghton KWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.38K	Buy	15 +2	+15%	+$281	﹤0.01%	1556
2026 Q1	$1.61K	Buy	13 +1	+8%	+$148	﹤0.01%	1568
2025 Q4	$1.65K	Buy	12 +6	+100%	+$810	﹤0.01%	1605
2025 Q3	$791	Buy	+6	New	+$789	﹤0.01%	1669
2025 Q2	–	Sell	-5	Closed	-$619	–	1925
2025 Q1	$619	Sell	5 -6	-55%	-$814	﹤0.01%	1742
2024 Q4	$1.55K	Hold	11	–	–	﹤0.01%	1567
2024 Q3	$1.85K	Hold	11	–	–	﹤0.01%	1519
2024 Q2	$1.87K	Hold	11	–	–	﹤0.01%	1458
2024 Q1	$2.26K	Hold	11	–	–	﹤0.01%	1398
2023 Q4	$2.35K	Hold	11	–	–	﹤0.01%	1358
2023 Q3	$1.76K	Hold	11	–	–	﹤0.01%	1410
2023 Q2	$2.14K	Hold	11	–	–	﹤0.01%	1360
2023 Q1	$2.18K	Hold	11	–	–	﹤0.01%	1325
2022 Q4	$1.84K	Sell	11 -3	-21%	-$505	﹤0.01%	1404
2022 Q3	$2K	Buy	14 +2	+17%	+$328	﹤0.01%	1344
2022 Q2	$2K	Buy	12 +7	+140%	+$1.08K	﹤0.01%	1337
2022 Q1	$1K	Buy	5 +1	+25%	+$199	﹤0.01%	1669
2021 Q4	$1K	Buy	+4	New	+$968	﹤0.01%	1433

Other funds holding KWR

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

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

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return