JWA
XNCR icon

JFS Wealth Advisors’s Xencor XNCR Stock Holding History

JFS Wealth Advisors’s Portfolio XNCR Stock Details XNCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$258 Buy
+16
New +$200 ﹤0.01% 2099
2024
Q3 		– Sell
-4
Closed -$76 – 2023
2024
Q2 		$76 Hold
4
– – ﹤0.01% 1943
2024
Q1 		$89 Buy
4
+1
+33% +$22 ﹤0.01% 1956
2023
Q4 		$64 Sell
3
-6
-67% -$114 ﹤0.01% 1971
2023
Q3 		$182 Sell
9
-2
-18% -$45 ﹤0.01% 1872
2023
Q2 		$275 Sell
11
-1
-8% -$27 ﹤0.01% 1839
2023
Q1 		$335 Hold
12
– – ﹤0.01% 1771
2022
Q4 		$312 Buy
12
+2
+20% +$56 ﹤0.01% 1800
2022
Q3 		$0 Buy
10
+1
+11% +$29 ﹤0.01% 1950
2022
Q2 		$0 Buy
9
+3
+50% +$74 ﹤0.01% 1956
2022
Q1 		$0 Buy
6
+4
+200% +$129 ﹤0.01% 1991
2021
Q4 		$0 Buy
+2
New +$76 ﹤0.01% 1904

Other funds holding XNCR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return