JWA
SABR icon

JFS Wealth Advisors’s Sabre SABR Stock Holding History

JFS Wealth Advisors’s Portfolio SABR Stock Details SABR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$151 Buy
+72
New +$126 ﹤0.01% 2191
2023
Q3 		– Sell
-51
Closed -$163 – 1999
2023
Q2 		$163 Buy
51
+44
+629% +$159 ﹤0.01% 1897
2023
Q1 		$31 Sell
7
-7
-50% -$40 ﹤0.01% 1937
2022
Q4 		$87 Sell
14
-32
-70% -$179 ﹤0.01% 1890
2022
Q3 		$0 Buy
46
+1
+2% +$7 ﹤0.01% 1904
2022
Q2 		$0 Buy
45
+34
+309% +$284 ﹤0.01% 1911
2022
Q1 		$0 Buy
11
+7
+175% +$69 ﹤0.01% 1947
2021
Q4 		$0 Buy
+4
New +$38 ﹤0.01% 1863

Other funds holding SABR

GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return