JWA
SASR

JFS Wealth Advisors’s Sandy Spring Bancorp Inc SASR Stock Holding History

JFS Wealth Advisors’s Portfolio SASR Stock Details SASR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4
Closed -$86 – 2050
2023
Q3 		$86 Sell
4
-15
-79% -$343 ﹤0.01% 1914
2023
Q2 		$431 Buy
19
+12
+171% +$275 ﹤0.01% 1784
2023
Q1 		$182 Sell
7
-10
-59% -$322 ﹤0.01% 1836
2022
Q4 		$599 Sell
17
-9
-35% -$316 ﹤0.01% 1710
2022
Q3 		$1K Buy
26
+17
+189% +$670 ﹤0.01% 1693
2022
Q2 		$0 Sell
9
-8
-47% -$327 ﹤0.01% 1973
2022
Q1 		$1K Buy
17
+12
+240% +$566 ﹤0.01% 1769
2021
Q4 		$0 Buy
+5
New +$242 ﹤0.01% 1913

Other funds holding SASR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JFS Wealth Advisors's SASR Position: Q4 2023 in Review

JFS Wealth Advisors sold out of Sandy Spring Bancorp Inc (SASR) in Q4 2023, closing a stake of 4 shares — an estimated $86 sold.

JFS Wealth Advisors first reported a position in SASR in Q4 2021 and held it in 8 quarters. The position peaked at $1K in Q3 2022. 200 funds tracked by Wall St. Rank hold SASR as of Q4 2023.

  • JFS Wealth Advisors reported no remaining Sandy Spring Bancorp Inc position as of Q4 2023 after selling out during the quarter.
  • JFS Wealth Advisors sold 4 Sandy Spring Bancorp Inc shares in Q4 2023, an estimated $86.
  • JFS Wealth Advisors first reported a position in Sandy Spring Bancorp Inc in Q4 2021 and held it in 8 quarters.
  • JFS Wealth Advisors's Sandy Spring Bancorp Inc position peaked at $1K in Q3 2022.
  • 200 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q4 2023.

Based on JFS Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.