JFS Wealth Advisors’s Wipro WIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.62K	Buy	+721	New	+$1.53K	﹤0.01%	1674
2026 Q1	–	Sell	-1,978	Closed	-$5.62K	–	1957
2025 Q4	$5.62K	Hold	1,978	–	–	﹤0.01%	1188
2025 Q3	$5.2K	Hold	1,978	–	–	﹤0.01%	1107
2025 Q2	$5.97K	Sell	1,978 -400	-17%	-$1.16K	﹤0.01%	1027
2025 Q1	$7.28K	Hold	2,378	–	–	﹤0.01%	989
2024 Q4	$8.42K	Hold	2,378	–	–	﹤0.01%	908
2024 Q3	$7.71K	Hold	2,378	–	–	﹤0.01%	949
2024 Q2	$7.25K	Hold	2,378	–	–	﹤0.01%	906
2024 Q1	$6.84K	Buy	2,378 +400	+20%	+$1.18K	﹤0.01%	966
2023 Q4	$5.51K	Sell	1,978 -22	-1%	-$53	﹤0.01%	1016
2023 Q3	$4.84K	Buy	2,000 +856	+75%	+$2.13K	﹤0.01%	1003
2023 Q2	$2.7K	Sell	1,144 -320	-22%	-$744	﹤0.01%	1270
2023 Q1	$3.29K	Buy	1,464 +60	+4%	+$143	﹤0.01%	1163
2022 Q4	$3.27K	Sell	1,404 -1,022	-42%	-$2.44K	﹤0.01%	1170
2022 Q3	$6K	Buy	2,426 +1,860	+329%	+$4.81K	﹤0.01%	950
2022 Q2	$2K	Sell	566 -834	-60%	-$2.63K	﹤0.01%	1412
2022 Q1	$5K	Buy	1,400 +1,104	+373%	+$4.35K	﹤0.01%	1086
2021 Q4	$1K	Buy	+296	New	+$1.34K	﹤0.01%	1616

Other funds holding WIT

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return