JP Morgan Private Wealth Advisors’s CryoPort CYRX Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CYRX Stock Details CYRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$217K	Sell	15,861 -3,772	-19%	-$55.5K	﹤0.01%	1606
2023 Q2	$339K	Sell	19,633 -6,397	-25%	-$131K	﹤0.01%	1191
2023 Q1	$625K	Buy	26,030 +1,012	+4%	+$22K	﹤0.01%	1378
2022 Q4	$434K	Sell	25,018 -2,787	-10%	-$58.7K	﹤0.01%	1523
2022 Q3	$677K	Sell	27,805 -6,755	-20%	-$233K	﹤0.01%	1331
2022 Q2	$1.07M	Buy	34,560 +5,103	+17%	+$136K	﹤0.01%	1116
2022 Q1	$1.03M	Sell	29,457 -9,920	-25%	-$375K	﹤0.01%	1210
2021 Q4	$2.33M	Sell	39,377 -8,647	-18%	-$598K	0.01%	847
2021 Q3	$3.19M	Buy	48,024 +1,389	+3%	+$85.7K	0.01%	720
2021 Q2	$2.94M	Buy	46,635 +26,251	+129%	+$1.48M	0.01%	731
2021 Q1	$1.06M	Sell	20,384 -14,031	-41%	-$853K	﹤0.01%	1010
2020 Q4	$1.51M	Buy	34,415 +24,009	+231%	+$1.14M	﹤0.01%	851
2020 Q3	$493K	Buy	+10,406	New	+$421K	﹤0.01%	1161

Other funds holding CYRX

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its CryoPort (CYRX) stake by 19% in Q3 2023, selling an estimated $55.5K and leaving 15,861 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1606.

JP Morgan Private Wealth Advisors first reported a position in CYRX in Q3 2020 and has held it in 13 quarters since. The position peaked at $3.19M in Q3 2021. 159 funds tracked by Wall St. Rank hold CYRX as of Q3 2023.

JP Morgan Private Wealth Advisors held 15,861 shares of CryoPort worth $217K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 3,772 CryoPort shares in Q3 2023, an estimated $55.5K.
CryoPort made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1606 holding.
JP Morgan Private Wealth Advisors first reported a position in CryoPort in Q3 2020 and has held it in 13 quarters since.
JP Morgan Private Wealth Advisors's CryoPort position peaked at $3.19M in Q3 2021.
159 funds tracked by Wall St. Rank held CryoPort as of Q3 2023.

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