JFS Wealth Advisors’s One Liberty Properties OLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,310	Closed	-$24.7K	–	2029
2023 Q3	$24.7K	Hold	1,310	–	–	﹤0.01%	496
2023 Q2	$26.6K	Hold	1,310	–	–	﹤0.01%	476
2023 Q1	$30K	Hold	1,310	–	–	﹤0.01%	445
2022 Q4	$29.1K	Hold	1,310	–	–	﹤0.01%	456
2022 Q3	$28K	Buy	1,310 +599	+84%	+$15.2K	﹤0.01%	494
2022 Q2	$18K	Hold	711	–	–	﹤0.01%	610
2022 Q1	$22K	Hold	711	–	–	﹤0.01%	580
2021 Q4	$25K	Hold	711	–	–	﹤0.01%	533
2021 Q3	$22K	Hold	711	–	–	﹤0.01%	530
2021 Q2	$20K	Hold	711	–	–	﹤0.01%	370
2021 Q1	$16K	Hold	711	–	–	﹤0.01%	367
2020 Q4	$14K	Buy	711 +4	+0.6%	+$72	﹤0.01%	383
2020 Q3	$12K	Buy	707 +7	+1%	+$125	﹤0.01%	385
2020 Q2	$12K	Hold	700	–	–	﹤0.01%	371
2020 Q1	$10K	Buy	+700	New	+$16.9K	﹤0.01%	352

Other funds holding OLP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JFS Wealth Advisors's OLP Position: Q4 2023 in Review

JFS Wealth Advisors sold out of One Liberty Properties (OLP) in Q4 2023, closing a stake of 1,310 shares — an estimated $24.7K sold.

JFS Wealth Advisors first reported a position in OLP in Q1 2020 and held it in 15 quarters. The position peaked at $30K in Q1 2023. 101 funds tracked by Wall St. Rank hold OLP as of Q4 2023.

JFS Wealth Advisors reported no remaining One Liberty Properties position as of Q4 2023 after selling out during the quarter.
JFS Wealth Advisors sold 1,310 One Liberty Properties shares in Q4 2023, an estimated $24.7K.
JFS Wealth Advisors first reported a position in One Liberty Properties in Q1 2020 and held it in 15 quarters.
JFS Wealth Advisors's One Liberty Properties position peaked at $30K in Q1 2023.
101 funds tracked by Wall St. Rank held One Liberty Properties as of Q4 2023.

Based on JFS Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.