JWA
TARO

JFS Wealth Advisors’s Taro Pharmaceutical Industries Ltd. TARO Stock Holding History

JFS Wealth Advisors’s Portfolio TARO Stock Details TARO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-29
Closed -$706 – 2018
2023
Q1 		$706 Buy
29
+8
+38% +$233 ﹤0.01% 1665
2022
Q4 		$610 Buy
21
+18
+600% +$534 ﹤0.01% 1704
2022
Q3 		$0 Sell
3
-32
-91% -$1.1K ﹤0.01% 1966
2022
Q2 		$1K Buy
35
+15
+75% +$572 ﹤0.01% 1696
2022
Q1 		$1K Buy
20
+11
+122% +$514 ﹤0.01% 1779
2021
Q4 		$0 Buy
+9
New +$504 ﹤0.01% 1925

Other funds holding TARO

KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
M
Murchinson Toronto, Ontario, Canada $791M AUM 68.08% 1-Year Est. Return

JFS Wealth Advisors's TARO Position: Q2 2023 in Review

JFS Wealth Advisors sold out of Taro Pharmaceutical Industries Ltd. (TARO) in Q2 2023, closing a stake of 29 shares — an estimated $706 sold.

JFS Wealth Advisors first reported a position in TARO in Q4 2021 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 71 funds tracked by Wall St. Rank hold TARO as of Q2 2023.

  • JFS Wealth Advisors reported no remaining Taro Pharmaceutical Industries Ltd. position as of Q2 2023 after selling out during the quarter.
  • JFS Wealth Advisors sold 29 Taro Pharmaceutical Industries Ltd. shares in Q2 2023, an estimated $706.
  • JFS Wealth Advisors first reported a position in Taro Pharmaceutical Industries Ltd. in Q4 2021 and held it in 6 quarters.
  • JFS Wealth Advisors's Taro Pharmaceutical Industries Ltd. position peaked at $1K in Q2 2022.
  • 71 funds tracked by Wall St. Rank held Taro Pharmaceutical Industries Ltd. as of Q2 2023.

Based on JFS Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.