IFWM
JWN

Institute for Wealth Management’s Nordstrom JWN Stock Holding History

Institute for Wealth Management’s Portfolio JWN Stock Details JWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-7,136
Closed -$261K – 493
2021
Q2 		$261K Buy
7,136
+10
+0.1% +$365 0.05% 404
2021
Q1 		$270K Sell
7,126
-220
-3% -$8.13K 0.05% 379
2020
Q4 		$229K Buy
+7,346
New +$153K 0.05% 405
2020
Q1 		– Sell
-7,946
Closed -$325K – 559
2019
Q4 		$325K Sell
7,946
-1,388
-15% -$51.4K 0.07% 328
2019
Q3 		$314K Sell
9,334
-47
-0.5% -$1.44K 0.08% 315
2019
Q2 		$299K Sell
9,381
-98
-1% -$3.69K 0.07% 354
2019
Q1 		$421K Buy
+9,479
New +$432K 0.09% 274
2018
Q3 		– Sell
-10,402
Closed -$542K – 210
2018
Q2 		$542K Buy
+10,402
New +$516K 0.17% 157
2018
Q1 		– Sell
-10,047
Closed -$475K – 332
2017
Q4 		$475K Sell
10,047
-630
-6% -$27.1K 0.11% 234
2017
Q3 		$502K Buy
10,677
+274
+3% +$12.7K 0.16% 182
2017
Q2 		$501K Buy
+10,403
New +$473K 0.14% 224

Other funds holding JWN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Institute for Wealth Management's JWN Position: Q3 2021 in Review

Institute for Wealth Management sold out of Nordstrom (JWN) in Q3 2021, closing a stake of 7,136 shares — an estimated $261K sold.

Institute for Wealth Management first reported a position in JWN in Q2 2017 and held it in 11 quarters. The position peaked at $542K in Q2 2018. 357 funds tracked by Wall St. Rank hold JWN as of Q3 2021.

  • Institute for Wealth Management reported no remaining Nordstrom position as of Q3 2021 after selling out during the quarter.
  • Institute for Wealth Management sold 7,136 Nordstrom shares in Q3 2021, an estimated $261K.
  • Institute for Wealth Management first reported a position in Nordstrom in Q2 2017 and held it in 11 quarters.
  • Institute for Wealth Management's Nordstrom position peaked at $542K in Q2 2018.
  • 357 funds tracked by Wall St. Rank held Nordstrom as of Q3 2021.

Based on Institute for Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.