JFS Wealth Advisors’s Qiagen QGEN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-8	Closed	-$360	–	1938
2025 Q4	$360	Sell	8 -19	-70%	-$879	﹤0.01%	1835
2025 Q3	$1.21K	Buy	27 +13	+93%	+$622	﹤0.01%	1580
2025 Q2	$673	Sell	14 -2	-13%	-$87	﹤0.01%	1643
2025 Q1	$643	Sell	16 -24	-60%	-$1.01K	﹤0.01%	1737
2024 Q4	$1.83K	Sell	40 -16	-29%	-$716	﹤0.01%	1515
2024 Q3	$2.64K	Hold	56	–	–	﹤0.01%	1374
2024 Q2	$2.38K	Hold	56	–	–	﹤0.01%	1370
2024 Q1	$2.49K	Buy	56 +11	+24%	+$501	﹤0.01%	1365
2023 Q4	$2.08K	Sell	45 -10	-18%	-$425	﹤0.01%	1416
2023 Q3	$2.35K	Sell	55 -8	-13%	-$373	﹤0.01%	1302
2023 Q2	$3.02K	Sell	63 -3	-5%	-$145	﹤0.01%	1225
2023 Q1	$3.22K	Sell	66 -4	-6%	-$204	﹤0.01%	1176
2022 Q4	$3.69K	Buy	70 +34	+94%	+$1.68K	﹤0.01%	1118
2022 Q3	$2K	Hold	36	–	–	﹤0.01%	1376
2022 Q2	$2K	Sell	36 -15	-29%	-$732	﹤0.01%	1375
2022 Q1	$3K	Buy	51 +29	+132%	+$1.5K	﹤0.01%	1304
2021 Q4	$1K	Buy	+22	New	+$1.26K	﹤0.01%	1524

Other funds holding QGEN

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return