JWA
WE

JFS Wealth Advisors’s WeWork Inc. WE Stock Holding History

JFS Wealth Advisors’s Portfolio WE Stock Details WE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-19
Closed -$2K – 2007
2022
Q3 		$2K Hold
19
– – ﹤0.01% 1441
2022
Q2 		$4K Hold
19
– – ﹤0.01% 1131
2022
Q1 		$5K Hold
19
– – ﹤0.01% 1098
2021
Q4 		$7K Buy
+19
New +$6.96K ﹤0.01% 751

Other funds holding WE

SGA
SB Global Advisers London, United Kingdom $861M AUM 71.72% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
AACA
American Assets Capital Advisers San Diego, California $94.7M AUM 5.49% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

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

JFS Wealth Advisors sold out of WeWork Inc. (WE) in Q4 2022, closing a stake of 19 shares — an estimated $2K sold.

JFS Wealth Advisors first reported a position in WE in Q4 2021 and held it in 4 quarters. The position peaked at $7K in Q4 2021. 164 funds tracked by Wall St. Rank hold WE as of Q4 2022.

  • JFS Wealth Advisors reported no remaining WeWork Inc. position as of Q4 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 19 WeWork Inc. shares in Q4 2022, an estimated $2K.
  • JFS Wealth Advisors first reported a position in WeWork Inc. in Q4 2021 and held it in 4 quarters.
  • JFS Wealth Advisors's WeWork Inc. position peaked at $7K in Q4 2021.
  • 164 funds tracked by Wall St. Rank held WeWork Inc. as of Q4 2022.

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