JWA
TTM

JFS Wealth Advisors’s Tata Motors Limited TTM Stock Holding History

JFS Wealth Advisors’s Portfolio TTM Stock Details TTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-891
Closed -$22K – 2009
2022
Q3 		$22K Buy
891
+633
+245% +$17.8K ﹤0.01% 558
2022
Q2 		$7K Sell
258
-27
-9% -$739 ﹤0.01% 912
2022
Q1 		$8K Buy
285
+114
+67% +$3.52K ﹤0.01% 896
2021
Q4 		$5K Buy
+171
New +$5.38K ﹤0.01% 819
2018
Q2 		– Sell
-123
Closed -$3K – 560
2018
Q1 		$3K Hold
123
– – ﹤0.01% 467
2017
Q4 		$4K Buy
+123
New +$3.98K ﹤0.01% 454
2014
Q4 		– Sell
-2
Closed – – 544
2014
Q3 		$0 Hold
2
– – ﹤0.01% 506
2014
Q2 		$0 Buy
+2
New +$77 ﹤0.01% 491

Other funds holding TTM

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

JFS Wealth Advisors's TTM Position: Q4 2022 in Review

JFS Wealth Advisors sold out of Tata Motors Limited (TTM) in Q4 2022, closing a stake of 891 shares — an estimated $22K sold.

JFS Wealth Advisors first reported a position in TTM in Q2 2014 and held it in 8 quarters. The position peaked at $22K in Q3 2022. 137 funds tracked by Wall St. Rank hold TTM as of Q4 2022.

  • JFS Wealth Advisors reported no remaining Tata Motors Limited position as of Q4 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 891 Tata Motors Limited shares in Q4 2022, an estimated $22K.
  • JFS Wealth Advisors first reported a position in Tata Motors Limited in Q2 2014 and held it in 8 quarters.
  • JFS Wealth Advisors's Tata Motors Limited position peaked at $22K in Q3 2022.
  • 137 funds tracked by Wall St. Rank held Tata Motors Limited as of Q4 2022.

Based on JFS Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.