JMPWA
CSTL icon

JP Morgan Private Wealth Advisors’s Castle Biosciences CSTL Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CSTL Stock Details CSTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,770
Closed -$245K – 1570
2023
Q1 		$245K Buy
10,770
+631
+6% +$15.4K ﹤0.01% 1753
2022
Q4 		$239K Sell
10,139
-1,626
-14% -$37.7K ﹤0.01% 1745
2022
Q3 		$307K Sell
11,765
-414
-3% -$11.6K ﹤0.01% 1640
2022
Q2 		$267K Buy
12,179
+2,631
+28% +$61.1K ﹤0.01% 1704
2022
Q1 		$428K Buy
9,548
+1,919
+25% +$79.3K ﹤0.01% 1599
2021
Q4 		$327K Buy
+7,629
New +$399K ﹤0.01% 1720

Other funds holding CSTL

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 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 CSTL Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Castle Biosciences (CSTL) in Q2 2023, closing a stake of 10,770 shares — an estimated $245K sold.

JP Morgan Private Wealth Advisors first reported a position in CSTL in Q4 2021 and held it in 6 quarters. The position peaked at $428K in Q1 2022. 130 funds tracked by Wall St. Rank hold CSTL as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Castle Biosciences position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,770 Castle Biosciences shares in Q2 2023, an estimated $245K.
  • JP Morgan Private Wealth Advisors first reported a position in Castle Biosciences in Q4 2021 and held it in 6 quarters.
  • JP Morgan Private Wealth Advisors's Castle Biosciences position peaked at $428K in Q1 2022.
  • 130 funds tracked by Wall St. Rank held Castle Biosciences as of Q2 2023.

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