JWA
UI icon

JFS Wealth Advisors’s Ubiquiti UI Stock Holding History

JFS Wealth Advisors’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.6K Hold
3
– – ﹤0.01% 1678
2026
Q1 		$2.37K Hold
3
– – ﹤0.01% 1458
2025
Q4 		$1.66K Hold
3
– – ﹤0.01% 1603
2025
Q3 		$1.98K Hold
3
– – ﹤0.01% 1444
2025
Q2 		$1.24K Buy
3
+1
+50% +$364 ﹤0.01% 1517
2025
Q1 		$621 Sell
2
-14
-88% -$4.95K ﹤0.01% 1740
2024
Q4 		$5.31K Hold
16
– – ﹤0.01% 1108
2024
Q3 		$3.55K Hold
16
– – ﹤0.01% 1246
2024
Q2 		$2.33K Hold
16
– – ﹤0.01% 1376
2024
Q1 		$1.85K Buy
16
+14
+700% +$1.72K ﹤0.01% 1476
2023
Q4 		$280 Sell
2
-2
-50% -$244 ﹤0.01% 1863
2023
Q3 		$582 Hold
4
– – ﹤0.01% 1718
2023
Q2 		$703 Hold
4
– – ﹤0.01% 1698
2023
Q1 		$1.09K Sell
4
-2
-33% -$553 ﹤0.01% 1558
2022
Q4 		$1.64K Hold
6
– – ﹤0.01% 1445
2022
Q3 		$2K Hold
6
– – ﹤0.01% 1412
2022
Q2 		$1K Sell
6
-5
-45% -$1.33K ﹤0.01% 1662
2022
Q1 		$3K Buy
11
+10
+1,000% +$2.7K ﹤0.01% 1330
2021
Q4 		$0 Buy
+1
New +$304 ﹤0.01% 1886

Other funds holding UI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IVP
Intrinsic Value Partners Phoenix, Arizona $146M AUM 37.26% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return