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JP Morgan Private Wealth Advisors’s Boise Cascade BCC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BCC Stock Details BCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$488K Sell
4,734
-32
-0.7% -$3.29K ﹤0.01% 1252
2023
Q2 		$431K Sell
4,766
-17
-0.4% -$1.24K ﹤0.01% 1097
2023
Q1 		$303K Buy
4,783
+111
+2% +$7.7K ﹤0.01% 1675
2022
Q4 		$321K Sell
4,672
-1,296
-22% -$88.5K ﹤0.01% 1630
2022
Q3 		$355K Buy
+5,968
New +$384K ﹤0.01% 1589

Other funds holding BCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Boise Cascade (BCC) stake by 0.67% in Q3 2023, selling an estimated $3.29K and leaving 4,734 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

JP Morgan Private Wealth Advisors first reported a position in BCC in Q3 2022 and has held it in 5 quarters since. 347 funds tracked by Wall St. Rank hold BCC as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 4,734 shares of Boise Cascade worth $488K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 32 Boise Cascade shares in Q3 2023, an estimated $3.29K.
  • Boise Cascade made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1252 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Boise Cascade in Q3 2022 and has held it in 5 quarters since.
  • 347 funds tracked by Wall St. Rank held Boise Cascade as of Q3 2023.

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