JFS Wealth Advisors’s Unique Fabricating, Inc. UFAB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-27,000	Closed	-$14.9K	–	1996
2022 Q4	$14.9K	Hold	27,000	–	–	﹤0.01%	593
2022 Q3	$14K	Hold	27,000	–	–	﹤0.01%	651
2022 Q2	$37K	Hold	27,000	–	–	﹤0.01%	455
2022 Q1	$51K	Hold	27,000	–	–	﹤0.01%	427
2021 Q4	$53K	Hold	27,000	–	–	0.01%	410
2021 Q3	$89K	Hold	27,000	–	–	0.01%	332
2021 Q2	$100K	Hold	27,000	–	–	0.01%	221
2021 Q1	$161K	Hold	27,000	–	–	0.03%	157
2020 Q4	$148K	Hold	27,000	–	–	0.03%	159
2020 Q3	$91K	Hold	27,000	–	–	0.02%	184
2020 Q2	$86K	Hold	27,000	–	–	0.02%	192
2020 Q1	$63K	Hold	27,000	–	–	0.02%	206
2019 Q4	$104K	Hold	27,000	–	–	0.03%	193
2019 Q3	$78K	Hold	27,000	–	–	0.02%	209
2019 Q2	$73K	Buy	+27,000	New	+$91.1K	0.02%	214

Other funds holding UFAB

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

TSS

Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

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

JFS Wealth Advisors sold out of Unique Fabricating, Inc. (UFAB) in Q1 2023, closing a stake of 27,000 shares — an estimated $14.9K sold.

JFS Wealth Advisors first reported a position in UFAB in Q2 2019 and held it in 15 quarters. The position peaked at $161K in Q1 2021. 14 funds tracked by Wall St. Rank hold UFAB as of Q1 2023.

JFS Wealth Advisors reported no remaining Unique Fabricating, Inc. position as of Q1 2023 after selling out during the quarter.
JFS Wealth Advisors sold 27,000 Unique Fabricating, Inc. shares in Q1 2023, an estimated $14.9K.
JFS Wealth Advisors first reported a position in Unique Fabricating, Inc. in Q2 2019 and held it in 15 quarters.
JFS Wealth Advisors's Unique Fabricating, Inc. position peaked at $161K in Q1 2021.
14 funds tracked by Wall St. Rank held Unique Fabricating, Inc. as of Q1 2023.

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