Jones Financial Companies’s Daxor DXR Stock Holding History

Jones Financial Companies’s Portfolio DXR Stock Details DXR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-100	Closed	-$888	–	3439
2024 Q3	$888	Buy	+100	New	+$894	﹤0.01%	2829

Other funds holding DXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

KSWWM

Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return

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

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

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

PGAM

Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies's DXR Position: Q4 2024 in Review

Jones Financial Companies sold out of Daxor (DXR) in Q4 2024, closing a stake of 100 shares — an estimated $888 sold.

Jones Financial Companies first reported a position in DXR in Q3 2024 and held it in 1 quarter. The position peaked at $888 in Q3 2024. 9 funds tracked by Wall St. Rank hold DXR as of Q4 2024.

Jones Financial Companies reported no remaining Daxor position as of Q4 2024 after selling out during the quarter.
Jones Financial Companies sold 100 Daxor shares in Q4 2024, an estimated $888.
Jones Financial Companies first reported a position in Daxor in Q3 2024 and held it in 1 quarter.
Jones Financial Companies's Daxor position peaked at $888 in Q3 2024.
9 funds tracked by Wall St. Rank held Daxor as of Q4 2024.

Based on Jones Financial Companies's 13F filing for Q4 2024, filed 6 Feb 2025.