JWA
NABL icon

JFS Wealth Advisors’s N-able NABL Stock Holding History

JFS Wealth Advisors’s Portfolio NABL Stock Details NABL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$298 Buy
+81
New +$337 ﹤0.01% 2065
2025
Q2 		– Sell
-2
Closed -$15 – 1938
2025
Q1 		$15 Sell
2
-17
-89% -$151 ﹤0.01% 1924
2024
Q4 		$178 Sell
19
-28
-60% -$314 ﹤0.01% 1856
2024
Q3 		$614 Buy
47
+2
+4% +$27 ﹤0.01% 1770
2024
Q2 		$686 Hold
45
– – ﹤0.01% 1756
2024
Q1 		$589 Hold
45
– – ﹤0.01% 1758
2023
Q4 		$597 Buy
45
+5
+13% +$63 ﹤0.01% 1769
2023
Q3 		$516 Buy
40
+14
+54% +$191 ﹤0.01% 1747
2023
Q2 		$375 Buy
26
+5
+24% +$69 ﹤0.01% 1798
2023
Q1 		$278 Buy
21
+9
+75% +$99 ﹤0.01% 1791
2022
Q4 		$123 Buy
12
+4
+50% +$43 ﹤0.01% 1868
2022
Q3 		$0 Buy
+8
New +$78 ﹤0.01% 1859

Other funds holding NABL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return