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One Wealth Advisors’s J&J Snack Foods JJSF Stock Holding History

One Wealth Advisors’s Portfolio JJSF Stock Details JJSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-694
Closed -$104K – 411
2022
Q4 		$104K Buy
+694
New +$103K 0.02% 287
2020
Q1 		– Sell
-1,230
Closed -$227K – 120
2019
Q4 		$227K Hold
1,230
– – 0.17% 94
2019
Q3 		$236K Buy
+1,230
New +$223K 0.21% 82
2019
Q2 		– Sell
-1,126
Closed -$179K – 306
2019
Q1 		$179K Buy
+1,126
New +$172K 0.15% 127
2018
Q4 		– Sell
-643
Closed -$97K – 291
2018
Q3 		$97K Sell
643
-10
-2% -$1.49K 0.07% 196
2018
Q2 		$100K Hold
653
– – 0.08% 191
2018
Q1 		$89K Sell
653
-86
-12% -$12.1K 0.08% 185
2017
Q4 		$112K Buy
+739
New +$104K 0.09% 184

Other funds holding JJSF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return