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JP Morgan Private Wealth Advisors’s Viant Technology DSP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio DSP Stock Details DSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-10,839
Closed -$323K – 1945
2021
Q2 		$323K Buy
10,839
+5,617
+108% +$181K ﹤0.01% 1648
2021
Q1 		$276K Buy
+5,222
New +$269K ﹤0.01% 1562

Other funds holding DSP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's DSP Position: Q3 2021 in Review

JP Morgan Private Wealth Advisors sold out of Viant Technology (DSP) in Q3 2021, closing a stake of 10,839 shares — an estimated $323K sold.

JP Morgan Private Wealth Advisors first reported a position in DSP in Q1 2021 and held it in 2 quarters. The position peaked at $323K in Q2 2021. 67 funds tracked by Wall St. Rank hold DSP as of Q3 2021.

  • JP Morgan Private Wealth Advisors reported no remaining Viant Technology position as of Q3 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,839 Viant Technology shares in Q3 2021, an estimated $323K.
  • JP Morgan Private Wealth Advisors first reported a position in Viant Technology in Q1 2021 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Viant Technology position peaked at $323K in Q2 2021.
  • 67 funds tracked by Wall St. Rank held Viant Technology as of Q3 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.