JWA
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JFS Wealth Advisors’s United Parks & Resorts PRKS Stock Holding History

JFS Wealth Advisors’s Portfolio PRKS Stock Details PRKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$287 Buy
6
+2
+50% +$78 ﹤0.01% 2070
2026
Q1 		$131 Sell
4
-3
-43% -$105 ﹤0.01% 1838
2025
Q4 		$255 Sell
7
-19
-73% -$789 ﹤0.01% 1855
2025
Q3 		$1.34K Buy
26
+19
+271% +$958 ﹤0.01% 1544
2025
Q2 		$331 Sell
7
-33
-83% -$1.47K ﹤0.01% 1749
2025
Q1 		$1.82K Hold
40
– – ﹤0.01% 1496
2024
Q4 		$2.25K Buy
40
+2
+5% +$110 ﹤0.01% 1427
2024
Q3 		$1.92K Buy
38
+1
+3% +$52 ﹤0.01% 1505
2024
Q2 		$2.01K Buy
37
+8
+28% +$418 ﹤0.01% 1426
2024
Q1 		$1.63K Buy
29
+1
+4% +$51 ﹤0.01% 1518
2023
Q4 		$1.48K Buy
28
+13
+87% +$619 ﹤0.01% 1538
2023
Q3 		$694 Sell
15
-30
-67% -$1.52K ﹤0.01% 1676
2023
Q2 		$2.52K Sell
45
-1
-2% -$56 ﹤0.01% 1299
2023
Q1 		$2.82K Sell
46
-1
-2% -$61 ﹤0.01% 1228
2022
Q4 		$2.52K Buy
47
+2
+4% +$107 ﹤0.01% 1283
2022
Q3 		$2K Buy
+45
New +$2.24K ﹤0.01% 1432
2022
Q2 		– Sell
-39
Closed -$3K – 1965
2022
Q1 		$3K Buy
39
+25
+179% +$1.64K ﹤0.01% 1340
2021
Q4 		$1K Buy
+14
New +$881 ﹤0.01% 1629

Other funds holding PRKS

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EIPL
Essential Investment Partners LLC Englewood, Colorado $125M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return