JWA
SRCL

JFS Wealth Advisors’s Stericycle Inc SRCL Stock Holding History

JFS Wealth Advisors’s Portfolio SRCL Stock Details SRCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-31
Closed -$1.89K – 2010
2024
Q3 		$1.89K Hold
31
– – ﹤0.01% 1514
2024
Q2 		$1.8K Hold
31
– – ﹤0.01% 1471
2024
Q1 		$1.64K Buy
31
+4
+15% +$201 ﹤0.01% 1517
2023
Q4 		$1.34K Sell
27
-27
-50% -$1.21K ﹤0.01% 1563
2023
Q3 		$2.42K Buy
54
+20
+59% +$893 ﹤0.01% 1290
2023
Q2 		$1.58K Buy
34
+4
+13% +$175 ﹤0.01% 1470
2023
Q1 		$1.31K Sell
30
-15
-33% -$742 ﹤0.01% 1509
2022
Q4 		$2.25K Sell
45
-12
-21% -$571 ﹤0.01% 1330
2022
Q3 		$2K Buy
57
+41
+256% +$1.97K ﹤0.01% 1438
2022
Q2 		$1K Sell
16
-28
-64% -$1.39K ﹤0.01% 1692
2022
Q1 		$3K Buy
44
+26
+144% +$1.51K ﹤0.01% 1343
2021
Q4 		$1K Buy
+18
New +$1.13K ﹤0.01% 1644
2016
Q2 		– Sell
-15
Closed -$2K – 636
2016
Q1 		$2K Buy
+15
New +$1.75K ﹤0.01% 532
2015
Q3 		– Sell
-153
Closed -$20K – 581
2015
Q2 		$20K Hold
153
– – 0.01% 280
2015
Q1 		$21K Hold
153
– – 0.01% 278
2014
Q4 		$20K Buy
+153
New +$19.3K ﹤0.01% 289

Other funds holding SRCL

KRSITF
Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.47B AUM 27.58% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

JFS Wealth Advisors's SRCL Position: Q4 2024 in Review

JFS Wealth Advisors sold out of Stericycle Inc (SRCL) in Q4 2024, closing a stake of 31 shares — an estimated $1.89K sold.

JFS Wealth Advisors first reported a position in SRCL in Q4 2014 and held it in 16 quarters. The position peaked at $21K in Q1 2015. 4 funds tracked by Wall St. Rank hold SRCL as of Q4 2024.

  • JFS Wealth Advisors reported no remaining Stericycle Inc position as of Q4 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 31 Stericycle Inc shares in Q4 2024, an estimated $1.89K.
  • JFS Wealth Advisors first reported a position in Stericycle Inc in Q4 2014 and held it in 16 quarters.
  • JFS Wealth Advisors's Stericycle Inc position peaked at $21K in Q1 2015.
  • 4 funds tracked by Wall St. Rank held Stericycle Inc as of Q4 2024.

Based on JFS Wealth Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.