JP Morgan Private Wealth Advisors’s Delek US DK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-32,197	Closed	-$483K	–	2019
2021 Q4	$483K	Buy	32,197 +110	+0.3%	+$1.95K	﹤0.01%	1572
2021 Q3	$577K	Buy	32,087 +1,482	+5%	+$25.2K	﹤0.01%	1444
2021 Q2	$662K	Buy	30,605 +4,435	+17%	+$100K	﹤0.01%	1376
2021 Q1	$570K	Buy	26,170 +4,276	+20%	+$93.4K	﹤0.01%	1257
2020 Q4	$352K	Buy	21,894 +2,473	+13%	+$32.7K	﹤0.01%	1433
2020 Q3	$216K	Buy	19,421 +793	+4%	+$12.2K	﹤0.01%	1497
2020 Q2	$324K	Buy	+18,628	New	+$356K	﹤0.01%	1276
2020 Q1	–	Sell	-7,070	Closed	-$237K	–	1445
2019 Q4	$237K	Buy	+7,070	New	+$255K	﹤0.01%	1337

Other funds holding DK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Private Wealth Advisors's DK Position: Q1 2022 in Review

JP Morgan Private Wealth Advisors sold out of Delek US (DK) in Q1 2022, closing a stake of 32,197 shares — an estimated $483K sold.

JP Morgan Private Wealth Advisors first reported a position in DK in Q4 2019 and held it in 8 quarters. The position peaked at $662K in Q2 2021. 196 funds tracked by Wall St. Rank hold DK as of Q1 2022.

JP Morgan Private Wealth Advisors reported no remaining Delek US position as of Q1 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 32,197 Delek US shares in Q1 2022, an estimated $483K.
JP Morgan Private Wealth Advisors first reported a position in Delek US in Q4 2019 and held it in 8 quarters.
JP Morgan Private Wealth Advisors's Delek US position peaked at $662K in Q2 2021.
196 funds tracked by Wall St. Rank held Delek US as of Q1 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.