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BCWM
Bartlett & Co Wealth Management’s
Jazz Pharmaceuticals
JAZZ
Stock Holding History
Bartlett & Co Wealth Management’s Portfolio
JAZZ Stock Details
JAZZ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q4
–
Sell
-15
Closed
-$1.95K
–
647
2021
Q3
$1.95K
Sell
15
-3
-17%
-$453
﹤0.01%
868
2021
Q2
$3.2K
Sell
18
-547
-97%
-$94.8K
﹤0.01%
804
2021
Q1
$92.9K
Hold
565
–
–
﹤0.01%
434
2020
Q4
$93.3K
Buy
565
+15
+3%
+$2.23K
﹤0.01%
423
2020
Q3
$78.4K
Hold
550
–
–
﹤0.01%
419
2020
Q2
$60.7K
Hold
550
–
–
﹤0.01%
460
2020
Q1
$54.9K
Hold
550
–
–
﹤0.01%
446
2019
Q4
$82.1K
Hold
550
–
–
﹤0.01%
433
2019
Q3
$70.5K
Hold
550
–
–
﹤0.01%
451
2019
Q2
$78.4K
Hold
550
–
–
﹤0.01%
357
2019
Q1
$78.6K
Hold
550
–
–
﹤0.01%
347
2018
Q4
$68.2K
Hold
550
–
–
﹤0.01%
356
2018
Q3
$92.5K
Hold
550
–
–
﹤0.01%
332
2018
Q2
$94.8K
Hold
550
–
–
﹤0.01%
333
2018
Q1
$83K
Buy
+550
New
+$80.7K
﹤0.01%
355
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$5.7T AUM
30.48%
1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
LSV Asset Management
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$46.4B AUM
27.74%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
PCM
Polaris Capital Management
Boston, Massachusetts
$1.22B AUM
26.01%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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