Sheaff Brock Investment Advisors’s Coffee Holding Co JVA Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio JVA Stock Details JVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$258K	Buy	72,655 +37,655	+108%	+$185K	0.02%	354
2024 Q4	$120K	Buy	+35,000	New	+$121K	0.01%	428
2019 Q4	–	Sell	-11,240	Closed	-$44K	–	491
2019 Q3	$44K	Sell	11,240 -510	-4%	-$2.06K	﹤0.01%	454
2019 Q2	$48K	Buy	11,750 +1,550	+15%	+$7.45K	0.01%	478
2019 Q1	$55K	Sell	10,200 -300	-3%	-$1.73K	0.01%	491
2018 Q4	$37K	Sell	10,500 -9,750	-48%	-$40.8K	0.01%	461
2018 Q3	$90K	Hold	20,250	–	–	0.01%	494
2018 Q2	$109K	Buy	20,250 +1,550	+8%	+$7.08K	0.01%	512
2018 Q1	$81K	Hold	18,700	–	–	0.01%	523
2017 Q4	$80K	Hold	18,700	–	–	0.01%	507
2017 Q3	$83K	Hold	18,700	–	–	0.01%	542
2017 Q2	$83K	Hold	18,700	–	–	0.01%	575
2017 Q1	$87K	Hold	18,700	–	–	0.01%	566
2016 Q4	$87K	Buy	18,700 +2,000	+12%	+$10.2K	0.01%	578
2016 Q3	$93K	Buy	16,700 +3,750	+29%	+$21.3K	0.01%	522
2016 Q2	$73K	Buy	+12,950	New	+$55.4K	0.01%	555

Other funds holding JVA

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

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Sheaff Brock Investment Advisors's JVA Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Coffee Holding Co (JVA) stake by 108% in Q1 2025, buying an estimated $185K and bringing the position to 72,655 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #354.

Sheaff Brock Investment Advisors first reported a position in JVA in Q2 2016 and has held it in 16 quarters since. 27 funds tracked by Wall St. Rank hold JVA as of Q1 2025.

Sheaff Brock Investment Advisors held 72,655 shares of Coffee Holding Co worth $258K as of Q1 2025.
Sheaff Brock Investment Advisors bought 37,655 Coffee Holding Co shares in Q1 2025, an estimated $185K.
Coffee Holding Co made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #354 holding.
Sheaff Brock Investment Advisors first reported a position in Coffee Holding Co in Q2 2016 and has held it in 16 quarters since.
27 funds tracked by Wall St. Rank held Coffee Holding Co as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.