JFS Wealth Advisors’s United Maritime USEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4	Closed	-$11	–	1995
2024 Q3	$11	Hold	4	–	–	﹤0.01%	1959
2024 Q2	$11	Buy	+4	New	+$10	﹤0.01%	1979

Other funds holding USEA

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JFS Wealth Advisors's USEA Position: Q4 2024 in Review

JFS Wealth Advisors sold out of United Maritime (USEA) in Q4 2024, closing a stake of 4 shares — an estimated $11 sold.

JFS Wealth Advisors first reported a position in USEA in Q2 2024 and held it in 2 quarters. The position peaked at $11 in Q3 2024. 18 funds tracked by Wall St. Rank hold USEA as of Q4 2024.

JFS Wealth Advisors reported no remaining United Maritime position as of Q4 2024 after selling out during the quarter.
JFS Wealth Advisors sold 4 United Maritime shares in Q4 2024, an estimated $11.
JFS Wealth Advisors first reported a position in United Maritime in Q2 2024 and held it in 2 quarters.
JFS Wealth Advisors's United Maritime position peaked at $11 in Q3 2024.
18 funds tracked by Wall St. Rank held United Maritime as of Q4 2024.

Based on JFS Wealth Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.