Joseph R. Weiss
Latest statistics and disclosures from Joseph R. Weiss's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, WFC, KHC, OXY, USB, and represent 99.66% of Joseph R. Weiss's stock portfolio.
- Added to shares of these 1 stock: OXY.
- Started 1 new stock position in OXY.
- Reduced shares in these 8 stocks: BAC (-$11M), BB&T Corporation, BRK.B, GS, , WFC, KHC, AAPL.
- Sold out of its positions in AAPL, BB&T Corporation, BAC, Jpmorgan Chase & Co option.
- Joseph R. Weiss was a net seller of stock by $-18M.
- Joseph R. Weiss has $31M in assets under management (AUM), dropping by -54.01%.
- Central Index Key (CIK): 0001726846
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Portfolio Holdings for Joseph R. Weiss
Joseph R. Weiss holds 6 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 51.2 | $16M | -12% | 3.4M | 4.68 |
|
| Wells Fargo & Company (WFC) | 23.7 | $7.3M | -12% | 4.9M | 1.49 |
|
| Kraft Heinz (KHC) | 11.7 | $3.6M | -18% | 130k | 27.84 |
|
| Occidental Petroleum Corporation (OXY) | 7.6 | $2.3M | NEW | 52k | 45.13 |
|
| U.S. Bancorp (USB) | 5.5 | $1.7M | 209k | 8.12 |
|
|
| Goldman Sachs (GS) | 0.3 | $106k | -93% | 6.0k | 17.67 |
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Past Filings by Joseph R. Weiss
SEC 13F filings are viewable for Joseph R. Weiss going back to 2018
- Joseph R. Weiss 2019 Q3 filed Nov. 13, 2019
- Joseph R. Weiss 2019 Q1 filed May 9, 2019
- Joseph R. Weiss 2018 Q4 filed Jan. 28, 2019
- Joseph R. Weiss 2018 Q3 filed Nov. 13, 2018
- Joseph R. Weiss 2018 Q2 filed Aug. 13, 2018
- Joseph R. Weiss 2018 Q1 filed May 11, 2018