JWA
SM icon

JFS Wealth Advisors’s SM Energy SM Stock Holding History

JFS Wealth Advisors’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.69K Buy
103
+73
+243% +$2.19K ﹤0.01% 1509
2026
Q1 		$936 Hold
30
– – ﹤0.01% 1683
2025
Q4 		$567 Buy
30
+28
+1,400% +$567 ﹤0.01% 1785
2025
Q3 		$50 Sell
2
-1
-33% -$27 ﹤0.01% 1868
2025
Q2 		$75 Sell
3
-50
-94% -$1.21K ﹤0.01% 1821
2025
Q1 		$1.59K Sell
53
-47
-47% -$1.69K ﹤0.01% 1543
2024
Q4 		$3.88K Buy
100
+18
+22% +$760 ﹤0.01% 1221
2024
Q3 		$3.28K Sell
82
-5
-6% -$217 ﹤0.01% 1279
2024
Q2 		$3.76K Buy
87
+8
+10% +$393 ﹤0.01% 1180
2024
Q1 		$3.94K Hold
79
– – ﹤0.01% 1187
2023
Q4 		$3.06K Sell
79
-6
-7% -$231 ﹤0.01% 1250
2023
Q3 		$3.37K Buy
85
+44
+107% +$1.67K ﹤0.01% 1156
2023
Q2 		$1.3K Buy
41
+25
+156% +$706 ﹤0.01% 1525
2023
Q1 		$451 Sell
16
-52
-76% -$1.59K ﹤0.01% 1734
2022
Q4 		$2.37K Buy
68
+3
+5% +$125 ﹤0.01% 1308
2022
Q3 		$2K Sell
65
-12
-16% -$472 ﹤0.01% 1392
2022
Q2 		$3K Buy
77
+41
+114% +$1.67K ﹤0.01% 1236
2022
Q1 		$1K Buy
36
+25
+227% +$901 ﹤0.01% 1730
2021
Q4 		$0 Buy
+11
New +$343 ﹤0.01% 1874

Other funds holding SM

MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
IAS
Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return