JFS Wealth Advisors’s TripAdvisor TRIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-66	Closed	-$961	–	1951
2025 Q4	$961	Buy	66 +18	+38%	+$274	﹤0.01%	1712
2025 Q3	$781	Buy	48 +26	+118%	+$454	﹤0.01%	1675
2025 Q2	$288	Buy	22 +16	+267%	+$214	﹤0.01%	1762
2025 Q1	$86	Sell	6 -14	-70%	-$219	﹤0.01%	1879
2024 Q4	$296	Hold	20	–	–	﹤0.01%	1826
2024 Q3	$290	Sell	20 -29	-59%	-$450	﹤0.01%	1846
2024 Q2	$873	Buy	49 +20	+69%	+$434	﹤0.01%	1695
2024 Q1	$806	Buy	29 +11	+61%	+$267	﹤0.01%	1706
2023 Q4	$388	Sell	18 -18	-50%	-$316	﹤0.01%	1837
2023 Q3	$597	Buy	36 +20	+125%	+$326	﹤0.01%	1714
2023 Q2	$264	Sell	16 -2	-11%	-$34	﹤0.01%	1846
2023 Q1	$358	Buy	18 +9	+100%	+$192	﹤0.01%	1761
2022 Q4	$162	Buy	9 +2	+29%	+$42	﹤0.01%	1846
2022 Q3	$0	Buy	+7	New	+$157	﹤0.01%	1925
2020 Q4	–	Sell	-538	Closed	-$11K	–	624
2020 Q3	$11K	Hold	538	–	–	﹤0.01%	397
2020 Q2	$10K	Buy	+538	New	+$10.3K	﹤0.01%	386

Other funds holding TRIP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return