JFS Wealth Advisors’s SpartanNash SPTN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4	Closed	-$81	–	2043
2024 Q1	$81	Sell	4 -405	-99%	-$8.73K	﹤0.01%	1958
2023 Q4	$9.39K	Buy	+409	New	+$9.29K	﹤0.01%	793

Other funds holding SPTN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JFS Wealth Advisors sold out of SpartanNash (SPTN) in Q2 2024, closing a stake of 4 shares — an estimated $81 sold.

JFS Wealth Advisors first reported a position in SPTN in Q4 2023 and held it in 2 quarters. The position peaked at $9.39K in Q4 2023. 210 funds tracked by Wall St. Rank hold SPTN as of Q2 2024.

JFS Wealth Advisors reported no remaining SpartanNash position as of Q2 2024 after selling out during the quarter.
JFS Wealth Advisors sold 4 SpartanNash shares in Q2 2024, an estimated $81.
JFS Wealth Advisors first reported a position in SpartanNash in Q4 2023 and held it in 2 quarters.
JFS Wealth Advisors's SpartanNash position peaked at $9.39K in Q4 2023.
210 funds tracked by Wall St. Rank held SpartanNash as of Q2 2024.

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