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JFS Wealth Advisors’s Seneca Foods Class A SENEA Stock Holding History

JFS Wealth Advisors’s Portfolio SENEA Stock Details SENEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2
Closed -$114 – 2040
2024
Q1 		$114 Sell
2
-18
-90% -$936 ﹤0.01% 1938
2023
Q4 		$1.05K Buy
+20
New +$1.05K ﹤0.01% 1651

Other funds holding SENEA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.43M AUM 17.52% 1-Year Est. Return

JFS Wealth Advisors's SENEA Position: Q2 2024 in Review

JFS Wealth Advisors sold out of Seneca Foods Class A (SENEA) in Q2 2024, closing a stake of 2 shares — an estimated $114 sold.

JFS Wealth Advisors first reported a position in SENEA in Q4 2023 and held it in 2 quarters. The position peaked at $1.05K in Q4 2023. 100 funds tracked by Wall St. Rank hold SENEA as of Q2 2024.

  • JFS Wealth Advisors reported no remaining Seneca Foods Class A position as of Q2 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 2 Seneca Foods Class A shares in Q2 2024, an estimated $114.
  • JFS Wealth Advisors first reported a position in Seneca Foods Class A in Q4 2023 and held it in 2 quarters.
  • JFS Wealth Advisors's Seneca Foods Class A position peaked at $1.05K in Q4 2023.
  • 100 funds tracked by Wall St. Rank held Seneca Foods Class A as of Q2 2024.

Based on JFS Wealth Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.