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JP Morgan Private Wealth Advisors’s Applied Optoelectronics AAOI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio AAOI Stock Details AAOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-50,000
Closed -$94.5K – 1930
2022
Q4 		$94.5K Buy
+50,000
New +$119K ﹤0.01% 1882

Other funds holding AAOI

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AAOI Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of Applied Optoelectronics (AAOI) in Q1 2023, closing a stake of 50,000 shares — an estimated $94.5K sold.

JP Morgan Private Wealth Advisors first reported a position in AAOI in Q4 2022 and held it in 1 quarter. The position peaked at $94.5K in Q4 2022. 52 funds tracked by Wall St. Rank hold AAOI as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Applied Optoelectronics position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 50,000 Applied Optoelectronics shares in Q1 2023, an estimated $94.5K.
  • JP Morgan Private Wealth Advisors first reported a position in Applied Optoelectronics in Q4 2022 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Applied Optoelectronics position peaked at $94.5K in Q4 2022.
  • 52 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.