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JFS Wealth Advisors’s Sinclair Inc SBGI Stock Holding History

JFS Wealth Advisors’s Portfolio SBGI Stock Details SBGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-20
Closed -$277 – 2000
2023
Q2 		$277 Buy
20
+17
+567% +$281 ﹤0.01% 1838
2023
Q1 		$52 Sell
3
-17
-85% -$296 ﹤0.01% 1922
2022
Q4 		$310 Sell
20
-6
-23% -$107 ﹤0.01% 1801
2022
Q3 		$0 Buy
26
+17
+189% +$378 ﹤0.01% 1906
2022
Q2 		$0 Sell
9
-13
-59% -$302 ﹤0.01% 1916
2022
Q1 		$1K Buy
22
+13
+144% +$361 ﹤0.01% 1721
2021
Q4 		$0 Buy
+9
New +$240 ﹤0.01% 1867

Other funds holding SBGI

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JFS Wealth Advisors sold out of Sinclair Inc (SBGI) in Q3 2023, closing a stake of 20 shares — an estimated $277 sold.

JFS Wealth Advisors first reported a position in SBGI in Q4 2021 and held it in 7 quarters. The position peaked at $1K in Q1 2022. 149 funds tracked by Wall St. Rank hold SBGI as of Q3 2023.

  • JFS Wealth Advisors reported no remaining Sinclair Inc position as of Q3 2023 after selling out during the quarter.
  • JFS Wealth Advisors sold 20 Sinclair Inc shares in Q3 2023, an estimated $277.
  • JFS Wealth Advisors first reported a position in Sinclair Inc in Q4 2021 and held it in 7 quarters.
  • JFS Wealth Advisors's Sinclair Inc position peaked at $1K in Q1 2022.
  • 149 funds tracked by Wall St. Rank held Sinclair Inc as of Q3 2023.

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