JFS Wealth Advisors’s Noble Corp NE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.73K	Buy	100 +9	+10%	+$430	﹤0.01%	1397
2026 Q1	$4.47K	Buy	91 +7	+8%	+$286	﹤0.01%	1233
2025 Q4	$2.37K	Buy	84 +50	+147%	+$1.48K	﹤0.01%	1492
2025 Q3	$962	Buy	+34	New	+$963	﹤0.01%	1639
2025 Q2	–	Sell	-1	Closed	-$24	–	1941
2025 Q1	$24	Sell	1 -4	-80%	-$115	﹤0.01%	1919
2024 Q4	$157	Sell	5 -20	-80%	-$662	﹤0.01%	1860
2024 Q3	$904	Sell	25 -4	-14%	-$161	﹤0.01%	1715
2024 Q2	$1.29K	Buy	29 +11	+61%	+$508	﹤0.01%	1599
2024 Q1	$873	Hold	18	–	–	﹤0.01%	1686
2023 Q4	$867	Hold	18	–	–	﹤0.01%	1680
2023 Q3	$912	Hold	18	–	–	﹤0.01%	1619
2023 Q2	$744	Buy	+18	New	+$693	﹤0.01%	1683

Other funds holding NE

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 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