JFS Wealth Advisors’s Somnigroup International SGI Stock Holding History

JFS Wealth Advisors’s Portfolio SGI Stock Details SGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.08K	Buy	103 +4	+4%	+$293	﹤0.01%	1099
2026 Q1	$7.32K	Sell	99 -11	-10%	-$954	﹤0.01%	1064
2025 Q4	$9.82K	Buy	+110	New	+$9.61K	﹤0.01%	985
2025 Q1	–	Sell	-97	Closed	-$5.5K	–	2005
2024 Q4	$5.5K	Buy	97 +1	+1%	+$53	﹤0.01%	1095
2024 Q3	$5.24K	Buy	96 +2	+2%	+$102	﹤0.01%	1103
2024 Q2	$4.45K	Hold	94	–	–	﹤0.01%	1114
2024 Q1	$5.34K	Hold	94	–	–	﹤0.01%	1071
2023 Q4	$4.79K	Buy	94 +1	+1%	+$42	﹤0.01%	1075
2023 Q3	$4.03K	Hold	93	–	–	﹤0.01%	1085
2023 Q2	$3.73K	Sell	93 -13	-12%	-$489	﹤0.01%	1137
2023 Q1	$4.19K	Buy	106 +9	+9%	+$358	﹤0.01%	1067
2022 Q4	$3.33K	Buy	97 +7	+8%	+$211	﹤0.01%	1163
2022 Q3	$2K	Buy	90 +26	+41%	+$674	﹤0.01%	1434
2022 Q2	$1K	Buy	64 +48	+300%	+$1.24K	﹤0.01%	1689
2022 Q1	$0	Sell	16 -12	-43%	-$442	﹤0.01%	1999
2021 Q4	$1K	Buy	+28	New	+$1.27K	﹤0.01%	1633

Other funds holding SGI

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return

Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return