JWA
RACE icon

JFS Wealth Advisors’s Ferrari RACE Stock Holding History

JFS Wealth Advisors’s Portfolio RACE Stock Details RACE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13K Hold
35
– – ﹤0.01% 900
2026
Q1 		$11.8K Sell
35
-8
-19% -$2.8K ﹤0.01% 886
2025
Q4 		$15.9K Hold
43
– – ﹤0.01% 820
2025
Q3 		$20.9K Hold
43
– – ﹤0.01% 690
2025
Q2 		$21.1K Hold
43
– – ﹤0.01% 645
2025
Q1 		$18.4K Hold
43
– – ﹤0.01% 684
2024
Q4 		$18.3K Hold
43
– – ﹤0.01% 672
2024
Q3 		$20.2K Hold
43
– – ﹤0.01% 637
2024
Q2 		$17.6K Sell
43
-2
-4% -$831 ﹤0.01% 629
2024
Q1 		$19.6K Hold
45
– – ﹤0.01% 629
2023
Q4 		$15.2K Hold
45
– – ﹤0.01% 656
2023
Q3 		$13.3K Sell
45
-1
-2% -$310 ﹤0.01% 633
2023
Q2 		$15K Buy
46
+3
+7% +$874 ﹤0.01% 606
2023
Q1 		$11.7K Hold
43
– – ﹤0.01% 667
2022
Q4 		$9.21K Sell
43
-4
-9% -$824 ﹤0.01% 742
2022
Q3 		$9K Buy
47
+37
+370% +$7.38K ﹤0.01% 776
2022
Q2 		$2K Sell
10
-14
-58% -$2.79K ﹤0.01% 1376
2022
Q1 		$5K Buy
24
+12
+100% +$2.68K ﹤0.01% 1061
2021
Q4 		$3K Buy
+12
New +$2.96K ﹤0.01% 980

Other funds holding RACE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
AZ
Aquamarine Zurich Zurich, Switzerland $144M AUM 5.41% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
CCAM
Capelight Capital Asset Management New York $201M AUM
SAM
Secure Asset Management Troy, Michigan $711M AUM 27.91% 1-Year Est. Return