Western Wealth Management
JOF icon

Western Wealth Management’s Japan Smaller Capitalization Fund JOF Stock Holding History

Western Wealth Management’s Portfolio JOF Stock Details JOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-13,000
Closed -$76K – 708
2022
Q3 		$76K Hold
13,000
– – ﹤0.01% 787
2022
Q2 		$82K Hold
13,000
– – ﹤0.01% 768
2022
Q1 		$94K Buy
+13,000
New +$98.4K ﹤0.01% 808

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COLIM
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Karpus Investment Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
CA
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RVPG
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Western Wealth Management's JOF Position: Q4 2022 in Review

Western Wealth Management sold out of Japan Smaller Capitalization Fund (JOF) in Q4 2022, closing a stake of 13,000 shares — an estimated $76K sold.

Western Wealth Management first reported a position in JOF in Q1 2022 and held it in 3 quarters. The position peaked at $94K in Q1 2022. 47 funds tracked by Wall St. Rank hold JOF as of Q4 2022.

  • Western Wealth Management reported no remaining Japan Smaller Capitalization Fund position as of Q4 2022 after selling out during the quarter.
  • Western Wealth Management sold 13,000 Japan Smaller Capitalization Fund shares in Q4 2022, an estimated $76K.
  • Western Wealth Management first reported a position in Japan Smaller Capitalization Fund in Q1 2022 and held it in 3 quarters.
  • Western Wealth Management's Japan Smaller Capitalization Fund position peaked at $94K in Q1 2022.
  • 47 funds tracked by Wall St. Rank held Japan Smaller Capitalization Fund as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.