JFS Wealth Advisors’s Metallus MTUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$131	Buy	+7	New	+$131	﹤0.01%	2208
2022 Q4	–	Sell	-100	Closed	-$1K	–	2003
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	1686
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	1420
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	1526
2021 Q4	$2K	Hold	100	–	–	﹤0.01%	1205
2021 Q3	$1K	Hold	100	–	–	﹤0.01%	823
2021 Q2	$1K	Hold	100	–	–	﹤0.01%	588
2021 Q1	$1K	Hold	100	–	–	﹤0.01%	580
2020 Q4	$0	Hold	100	–	–	﹤0.01%	642
2020 Q3	$0	Hold	100	–	–	﹤0.01%	604
2020 Q2	$0	Hold	100	–	–	﹤0.01%	583
2020 Q1	$0	Hold	100	–	–	﹤0.01%	575
2019 Q4	$1K	Hold	100	–	–	﹤0.01%	501
2019 Q3	$1K	Hold	100	–	–	﹤0.01%	507
2019 Q2	$1K	Hold	100	–	–	﹤0.01%	452
2019 Q1	$1K	Hold	100	–	–	﹤0.01%	453
2018 Q4	$1K	Hold	100	–	–	﹤0.01%	440
2018 Q3	$1K	Hold	100	–	–	﹤0.01%	513
2018 Q2	$2K	Hold	100	–	–	﹤0.01%	436
2018 Q1	$2K	Buy	+100	New	+$1.68K	﹤0.01%	491

Other funds holding MTUS

Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return

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

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

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

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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return