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JFS Wealth Advisors’s New Fortress Energy NFE Stock Holding History

JFS Wealth Advisors’s Portfolio NFE Stock Details NFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4
Closed -$37 – 1976
2024
Q3 		$37 Sell
4
-45
-92% -$694 ﹤0.01% 1942
2024
Q2 		$1.08K Buy
49
+23
+88% +$594 ﹤0.01% 1651
2024
Q1 		$796 Sell
26
-2
-7% -$66 ﹤0.01% 1711
2023
Q4 		$1.06K Buy
28
+7
+33% +$241 ﹤0.01% 1648
2023
Q3 		$689 Buy
21
+5
+31% +$147 ﹤0.01% 1677
2023
Q2 		$429 Buy
16
+14
+700% +$406 ﹤0.01% 1785
2023
Q1 		$59 Sell
2
-18
-90% -$635 ﹤0.01% 1916
2022
Q4 		$848 Hold
20
– – ﹤0.01% 1639
2022
Q3 		$1K Buy
20
+4
+25% +$201 ﹤0.01% 1603
2022
Q2 		$1K Buy
+16
New +$689 ﹤0.01% 1593

Other funds holding NFE

GMP
Great Mountain Partners New Haven, Connecticut $15.1M AUM 92.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

JFS Wealth Advisors's NFE Position: Q4 2024 in Review

JFS Wealth Advisors sold out of New Fortress Energy (NFE) in Q4 2024, closing a stake of 4 shares — an estimated $37 sold.

JFS Wealth Advisors first reported a position in NFE in Q2 2022 and held it in 10 quarters. The position peaked at $1.08K in Q2 2024. 236 funds tracked by Wall St. Rank hold NFE as of Q4 2024.

  • JFS Wealth Advisors reported no remaining New Fortress Energy position as of Q4 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 4 New Fortress Energy shares in Q4 2024, an estimated $37.
  • JFS Wealth Advisors first reported a position in New Fortress Energy in Q2 2022 and held it in 10 quarters.
  • JFS Wealth Advisors's New Fortress Energy position peaked at $1.08K in Q2 2024.
  • 236 funds tracked by Wall St. Rank held New Fortress Energy as of Q4 2024.

Based on JFS Wealth Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.