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JP Morgan Private Wealth Advisors’s Bruker BRKR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BRKR Stock Details BRKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-20,298
Closed -$1.6M – 1535
2023
Q1 		$1.6M Sell
20,298
-1,116
-5% -$80.5K ﹤0.01% 965
2022
Q4 		$1.46M Buy
21,414
+150
+0.7% +$9.53K ﹤0.01% 968
2022
Q3 		$1.13M Buy
21,264
+6,270
+42% +$375K ﹤0.01% 1075
2022
Q2 		$941K Buy
14,994
+2,940
+24% +$180K ﹤0.01% 1168
2022
Q1 		$775K Buy
12,054
+122
+1% +$8.34K ﹤0.01% 1328
2021
Q4 		$1M Sell
11,932
-869
-7% -$69.7K ﹤0.01% 1241
2021
Q3 		$1M Buy
12,801
+469
+4% +$39K ﹤0.01% 1213
2021
Q2 		$937K Sell
12,332
-395
-3% -$27.6K ﹤0.01% 1227
2021
Q1 		$818K Sell
12,727
-493
-4% -$29.6K ﹤0.01% 1131
2020
Q4 		$716K Buy
13,220
+913
+7% +$43.8K ﹤0.01% 1137
2020
Q3 		$489K Sell
12,307
-125
-1% -$5.21K ﹤0.01% 1165
2020
Q2 		$506K Buy
+12,432
New +$489K ﹤0.01% 1086
2017
Q3 		– Sell
-7,042
Closed -$203K – 1244
2017
Q2 		$203K Buy
+7,042
New +$181K ﹤0.01% 1145

Other funds holding BRKR

PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BRKR Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Bruker (BRKR) in Q2 2023, closing a stake of 20,298 shares — an estimated $1.6M sold.

JP Morgan Private Wealth Advisors first reported a position in BRKR in Q2 2017 and held it in 13 quarters. The position peaked at $1.6M in Q1 2023. 359 funds tracked by Wall St. Rank hold BRKR as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Bruker position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 20,298 Bruker shares in Q2 2023, an estimated $1.6M.
  • JP Morgan Private Wealth Advisors first reported a position in Bruker in Q2 2017 and held it in 13 quarters.
  • JP Morgan Private Wealth Advisors's Bruker position peaked at $1.6M in Q1 2023.
  • 359 funds tracked by Wall St. Rank held Bruker as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.