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JP Morgan Private Wealth Advisors’s Alignment Healthcare ALHC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ALHC Stock Details ALHC 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 -$588K – 1933
2022
Q4 		$588K Hold
50,000
– – ﹤0.01% 1403
2022
Q3 		$592K Sell
50,000
-110
-0.2% -$1.6K ﹤0.01% 1383
2022
Q2 		$572K Buy
50,110
+30
+0.1% +$317 ﹤0.01% 1404
2022
Q1 		$562K Buy
50,080
+80
+0.2% +$720 ﹤0.01% 1485
2021
Q4 		$703K Buy
+50,000
New +$876K ﹤0.01% 1407

Other funds holding ALHC

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Alignment Healthcare (ALHC) in Q1 2023, closing a stake of 50,000 shares — an estimated $588K sold.

JP Morgan Private Wealth Advisors first reported a position in ALHC in Q4 2021 and held it in 5 quarters. The position peaked at $703K in Q4 2021. 130 funds tracked by Wall St. Rank hold ALHC as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Alignment Healthcare position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 50,000 Alignment Healthcare shares in Q1 2023, an estimated $588K.
  • JP Morgan Private Wealth Advisors first reported a position in Alignment Healthcare in Q4 2021 and held it in 5 quarters.
  • JP Morgan Private Wealth Advisors's Alignment Healthcare position peaked at $703K in Q4 2021.
  • 130 funds tracked by Wall St. Rank held Alignment Healthcare as of Q1 2023.

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