JFS Wealth Advisors’s TechTarget TTGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3	Closed	-$132	–	1987
2022 Q4	$132	Sell	3 -1	-25%	-$52	﹤0.01%	1859
2022 Q3	$0	Sell	4 -1	-20%	-$64	﹤0.01%	1930
2022 Q2	$0	Hold	5	–	–	﹤0.01%	1940
2022 Q1	$0	Buy	5 +3	+150%	+$242	﹤0.01%	1969
2021 Q4	$0	Buy	+2	New	+$188	﹤0.01%	1883

Other funds holding TTGT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JFS Wealth Advisors's TTGT Position: Q1 2023 in Review

JFS Wealth Advisors sold out of TechTarget (TTGT) in Q1 2023, closing a stake of 3 shares — an estimated $132 sold.

JFS Wealth Advisors first reported a position in TTGT in Q4 2021 and held it in 5 quarters. The position peaked at $132 in Q4 2022. 182 funds tracked by Wall St. Rank hold TTGT as of Q1 2023.

JFS Wealth Advisors reported no remaining TechTarget position as of Q1 2023 after selling out during the quarter.
JFS Wealth Advisors sold 3 TechTarget shares in Q1 2023, an estimated $132.
JFS Wealth Advisors first reported a position in TechTarget in Q4 2021 and held it in 5 quarters.
JFS Wealth Advisors's TechTarget position peaked at $132 in Q4 2022.
182 funds tracked by Wall St. Rank held TechTarget as of Q1 2023.

Based on JFS Wealth Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.