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JP Morgan Private Wealth Advisors’s BrightView Holdings BV Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BV Stock Details BV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-21,588
Closed -$155K – 1726
2023
Q2 		$155K Buy
+21,588
New +$136K ﹤0.01% 1417

Other funds holding BV

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 BV Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors sold out of BrightView Holdings (BV) in Q3 2023, closing a stake of 21,588 shares — an estimated $155K sold.

JP Morgan Private Wealth Advisors first reported a position in BV in Q2 2023 and held it in 1 quarter. The position peaked at $155K in Q2 2023. 138 funds tracked by Wall St. Rank hold BV as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining BrightView Holdings position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 21,588 BrightView Holdings shares in Q3 2023, an estimated $155K.
  • JP Morgan Private Wealth Advisors first reported a position in BrightView Holdings in Q2 2023 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's BrightView Holdings position peaked at $155K in Q2 2023.
  • 138 funds tracked by Wall St. Rank held BrightView Holdings as of Q3 2023.

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