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JP Morgan Private Wealth Advisors’s Atkore ATKR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ATKR Stock Details ATKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$8.09M Sell
54,233
-760
-1% -$115K 0.02% 408
2023
Q2 		$8.58M Sell
54,993
-4,662
-8% -$611K 0.04% 252
2023
Q1 		$8.38M Sell
59,655
-2,486
-4% -$337K 0.02% 469
2022
Q4 		$7.05M Sell
62,141
-5,632
-8% -$589K 0.02% 500
2022
Q3 		$5.27M Sell
67,773
-139,042
-67% -$12M 0.01% 545
2022
Q2 		$17.2M Buy
206,815
+76,418
+59% +$7.59M 0.04% 307
2022
Q1 		$12.8M Buy
130,397
+103,161
+379% +$10.7M 0.03% 391
2021
Q4 		$3.03M Buy
27,236
+19,564
+255% +$1.99M 0.01% 769
2021
Q3 		$667K Buy
7,672
+129
+2% +$10.7K ﹤0.01% 1390
2021
Q2 		$536K Buy
+7,543
New +$574K ﹤0.01% 1454
2020
Q4 		– Sell
-48,450
Closed -$1.1M – 1707
2020
Q3 		$1.1M Buy
48,450
+10,075
+26% +$273K ﹤0.01% 855
2020
Q2 		$1.05M Buy
+38,375
New +$949K ﹤0.01% 792
2019
Q1 		– Sell
-21,090
Closed -$418K – 1462
2018
Q4 		$418K Buy
+21,090
New +$441K ﹤0.01% 1036
2018
Q2 		– Sell
-25,000
Closed -$496K – 1465
2018
Q1 		$496K Hold
25,000
– – ﹤0.01% 874
2017
Q4 		$536K Hold
25,000
– – ﹤0.01% 845
2017
Q3 		$488K Buy
+25,000
New +$480K ﹤0.01% 858
2017
Q1 		– Sell
-10,000
Closed -$239K – 1330
2016
Q4 		$239K Hold
10,000
– – ﹤0.01% 1098
2016
Q3 		$187K Hold
10,000
– – ﹤0.01% 1153
2016
Q2 		$160K Buy
+10,000
New +$162K ﹤0.01% 1179

Other funds holding ATKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ATKR Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Atkore (ATKR) stake by 1.4% in Q3 2023, selling an estimated $115K and leaving 54,233 shares worth $8.09M. The position accounts for 0.02% of the portfolio, ranked #408.

JP Morgan Private Wealth Advisors first reported a position in ATKR in Q2 2016 and has held it in 19 quarters since. The position peaked at $17.2M in Q2 2022. 411 funds tracked by Wall St. Rank hold ATKR as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 54,233 shares of Atkore worth $8.09M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 760 Atkore shares in Q3 2023, an estimated $115K.
  • Atkore made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #408 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Atkore in Q2 2016 and has held it in 19 quarters since.
  • JP Morgan Private Wealth Advisors's Atkore position peaked at $17.2M in Q2 2022.
  • 411 funds tracked by Wall St. Rank held Atkore as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.