JFS Wealth Advisors’s Reata Pharmaceuticals, Inc. Class A Common Stock RETA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2	Closed	-$204	–	2017
2023 Q2	$204	Buy	+2	New	+$189	﹤0.01%	1874
2021 Q4	–	Sell	-24	Closed	-$2K	–	1932
2021 Q3	$2K	Buy	+24	New	+$2.81K	﹤0.01%	795

Other funds holding RETA

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

JFS Wealth Advisors's RETA Position: Q3 2023 in Review

JFS Wealth Advisors sold out of Reata Pharmaceuticals, Inc. Class A Common Stock (RETA) in Q3 2023, closing a stake of 2 shares — an estimated $204 sold.

JFS Wealth Advisors first reported a position in RETA in Q3 2021 and held it in 2 quarters. The position peaked at $2K in Q3 2021. 2 funds tracked by Wall St. Rank hold RETA as of Q3 2023.

JFS Wealth Advisors reported no remaining Reata Pharmaceuticals, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
JFS Wealth Advisors sold 2 Reata Pharmaceuticals, Inc. Class A Common Stock shares in Q3 2023, an estimated $204.
JFS Wealth Advisors first reported a position in Reata Pharmaceuticals, Inc. Class A Common Stock in Q3 2021 and held it in 2 quarters.
JFS Wealth Advisors's Reata Pharmaceuticals, Inc. Class A Common Stock position peaked at $2K in Q3 2021.
2 funds tracked by Wall St. Rank held Reata Pharmaceuticals, Inc. Class A Common Stock as of Q3 2023.

Based on JFS Wealth Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.