JWA
S icon

JFS Wealth Advisors’s SentinelOne S Stock Holding History

JFS Wealth Advisors’s Portfolio S Stock Details S Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$357 Buy
21
+6
+40% +$92 ﹤0.01% 2028
2026
Q1 		$194 Sell
15
-7
-32% -$97 ﹤0.01% 1823
2025
Q4 		$330 Sell
22
-7
-24% -$115 ﹤0.01% 1840
2025
Q3 		$511 Buy
29
+22
+314% +$395 ﹤0.01% 1761
2025
Q2 		$128 Sell
7
-22
-76% -$402 ﹤0.01% 1800
2025
Q1 		$528 Hold
29
– – ﹤0.01% 1761
2024
Q4 		$644 Hold
29
– – ﹤0.01% 1746
2024
Q3 		$694 Hold
29
– – ﹤0.01% 1755
2024
Q2 		$611 Sell
29
-4
-12% -$82 ﹤0.01% 1774
2024
Q1 		$770 Buy
33
+4
+14% +$105 ﹤0.01% 1716
2023
Q4 		$796 Buy
29
+9
+45% +$174 ﹤0.01% 1703
2023
Q3 		$338 Buy
+20
New +$316 ﹤0.01% 1802

Other funds holding S

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return