Jones Financial Companies
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Jones Financial Companies’s VirnetX Holding Corp VHC Stock Holding History

Jones Financial Companies’s Portfolio VHC Stock Details VHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,000
Closed -$7.03K – 3513
2024
Q3 		$7.03K Buy
+1,000
New +$6.62K ﹤0.01% 2345

Other funds holding VHC

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WJWM
Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Jones Financial Companies sold out of VirnetX Holding Corp (VHC) in Q4 2024, closing a stake of 1,000 shares — an estimated $7.03K sold.

Jones Financial Companies first reported a position in VHC in Q3 2024 and held it in 1 quarter. The position peaked at $7.03K in Q3 2024. 33 funds tracked by Wall St. Rank hold VHC as of Q4 2024.

  • Jones Financial Companies reported no remaining VirnetX Holding Corp position as of Q4 2024 after selling out during the quarter.
  • Jones Financial Companies sold 1,000 VirnetX Holding Corp shares in Q4 2024, an estimated $7.03K.
  • Jones Financial Companies first reported a position in VirnetX Holding Corp in Q3 2024 and held it in 1 quarter.
  • Jones Financial Companies's VirnetX Holding Corp position peaked at $7.03K in Q3 2024.
  • 33 funds tracked by Wall St. Rank held VirnetX Holding Corp as of Q4 2024.

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