JWA
ONC

JFS Wealth Advisors’s BeOne Medicines Ltd ONC Stock Holding History

JFS Wealth Advisors’s Portfolio ONC Stock Details ONC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.85K Hold
10
– – ﹤0.01% 1487
2026
Q1 		$2.97K Hold
10
– – ﹤0.01% 1391
2025
Q4 		$3.04K Hold
10
– – ﹤0.01% 1421
2025
Q3 		$3.41K Hold
10
– – ﹤0.01% 1271
2025
Q2 		$2.42K Hold
10
– – ﹤0.01% 1346
2025
Q1 		$2.72K Buy
10
+2
+25% +$468 ﹤0.01% 1350
2024
Q4 		$1.48K Sell
8
-2
-20% -$409 ﹤0.01% 1582
2024
Q3 		$2.25K Buy
10
+4
+67% +$720 ﹤0.01% 1433
2024
Q2 		$857 Hold
6
– – ﹤0.01% 1699
2024
Q1 		$939 Sell
6
-1
-14% -$161 ﹤0.01% 1679
2023
Q4 		$1.26K Buy
7
+1
+17% +$181 ﹤0.01% 1578
2023
Q3 		$1.08K Hold
6
– – ﹤0.01% 1576
2023
Q2 		$1.07K Hold
6
– – ﹤0.01% 1581
2023
Q1 		$1.29K Hold
6
– – ﹤0.01% 1511
2022
Q4 		$1.32K Buy
6
+1
+20% +$183 ﹤0.01% 1520
2022
Q3 		$1K Buy
+5
New +$859 ﹤0.01% 1688
2022
Q2 		– Sell
-46
Closed -$9K – 1969
2022
Q1 		$9K Buy
46
+41
+820% +$8.72K ﹤0.01% 845
2021
Q4 		$1K Buy
+5
New +$1.69K ﹤0.01% 1631

Other funds holding ONC

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
S
Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return
GIM
Generali Investments Management Ljubljana, Slovenia $460M AUM 29.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return