JWA
Y

JFS Wealth Advisors’s Alleghany Corp Y Stock Holding History

JFS Wealth Advisors’s Portfolio Y Stock Details Y Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-40
Closed -$34K – 2016
2022
Q3 		$34K Hold
40
– – ﹤0.01% 456
2022
Q2 		$33K Sell
40
-1
-2% -$836 ﹤0.01% 484
2022
Q1 		$35K Buy
41
+38
+1,267% +$26.3K ﹤0.01% 493
2021
Q4 		$2K Buy
+3
New +$2K ﹤0.01% 1219

Other funds holding Y

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return