JFS Wealth Advisors’s LHC Group LLC LHCG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-12	Closed	-$1.94K	–	2006
2022 Q4	$1.94K	Hold	12	–	–	﹤0.01%	1389
2022 Q3	$2K	Hold	12	–	–	﹤0.01%	1447
2022 Q2	$2K	Hold	12	–	–	﹤0.01%	1435
2022 Q1	$2K	Buy	12 +7	+140%	+$936	﹤0.01%	1546
2021 Q4	$1K	Buy	+5	New	+$683	﹤0.01%	1663

Other funds holding LHCG

LIC

Laurus Investment Counsel Toronto, Canada $102M AUM 0% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JFS Wealth Advisors's LHCG Position: Q1 2023 in Review

JFS Wealth Advisors sold out of LHC Group LLC (LHCG) in Q1 2023, closing a stake of 12 shares — an estimated $1.94K sold.

JFS Wealth Advisors first reported a position in LHCG in Q4 2021 and held it in 5 quarters. The position peaked at $2K in Q3 2022. 2 funds tracked by Wall St. Rank hold LHCG as of Q1 2023.

JFS Wealth Advisors reported no remaining LHC Group LLC position as of Q1 2023 after selling out during the quarter.
JFS Wealth Advisors sold 12 LHC Group LLC shares in Q1 2023, an estimated $1.94K.
JFS Wealth Advisors first reported a position in LHC Group LLC in Q4 2021 and held it in 5 quarters.
JFS Wealth Advisors's LHC Group LLC position peaked at $2K in Q3 2022.
2 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2023.

Based on JFS Wealth Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.