JFS Wealth Advisors’s Pediatrix Medical MD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$406	Buy	+16	New	+$364	﹤0.01%	2002
2024 Q1	–	Sell	-15	Closed	-$140	–	2020
2023 Q4	$140	Sell	15 -35	-70%	-$362	﹤0.01%	1935
2023 Q3	$636	Buy	50 +15	+43%	+$206	﹤0.01%	1699
2023 Q2	$498	Sell	35 -19	-35%	-$267	﹤0.01%	1760
2023 Q1	$806	Sell	54 -4	-7%	-$61	﹤0.01%	1634
2022 Q4	$862	Buy	58 +5	+9%	+$82	﹤0.01%	1636
2022 Q3	$1K	Buy	53 +12	+29%	+$242	﹤0.01%	1589
2022 Q2	$1K	Buy	41 +18	+78%	+$367	﹤0.01%	1580
2022 Q1	$1K	Buy	23 +5	+28%	+$122	﹤0.01%	1679
2021 Q4	$0	Buy	+18	New	+$482	﹤0.01%	1815
2016 Q3	–	Sell	-3,200	Closed	-$232K	–	504
2016 Q2	$232K	Buy	+3,200	New	+$220K	0.06%	138

Other funds holding MD

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 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

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Torren Management San Diego, California $197M AUM