JP Morgan Private Wealth Advisors’s Fox Factory Holding Corp FOXF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$305K	Buy	3,079 +916	+42%	+$97.9K	﹤0.01%	1470
2023 Q2	$235K	Sell	2,163 -1,023	-32%	-$105K	﹤0.01%	1336
2023 Q1	$387K	Buy	3,186 +287	+10%	+$32.9K	﹤0.01%	1578
2022 Q4	$264K	Sell	2,899 -418	-13%	-$38.9K	﹤0.01%	1702
2022 Q3	$262K	Sell	3,317 -584	-15%	-$54.1K	﹤0.01%	1711
2022 Q2	$314K	Sell	3,901 -913	-19%	-$76.9K	﹤0.01%	1625
2022 Q1	$472K	Sell	4,814 -1,015	-17%	-$125K	﹤0.01%	1565
2021 Q4	$992K	Buy	5,829 +3,743	+179%	+$627K	﹤0.01%	1246
2021 Q3	$302K	Buy	+2,086	New	+$320K	﹤0.01%	1694
2017 Q2	–	Sell	-16,300	Closed	-$468K	–	1267
2017 Q1	$468K	Sell	16,300 -265	-2%	-$7.21K	﹤0.01%	882
2016 Q4	$459K	Buy	16,565 +1,381	+9%	+$33K	﹤0.01%	836
2016 Q3	$349K	Buy	+15,184	New	+$299K	﹤0.01%	925
2014 Q4	–	Sell	-10,060	Closed	-$156K	–	1105
2014 Q3	$156K	Buy	+10,060	New	+$157K	﹤0.01%	1008

Other funds holding FOXF

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Fox Factory Holding Corp (FOXF) stake by 42% in Q3 2023, buying an estimated $97.9K and bringing the position to 3,079 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

JP Morgan Private Wealth Advisors first reported a position in FOXF in Q3 2014 and has held it in 13 quarters since. The position peaked at $992K in Q4 2021. 313 funds tracked by Wall St. Rank hold FOXF as of Q3 2023.

JP Morgan Private Wealth Advisors held 3,079 shares of Fox Factory Holding Corp worth $305K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 916 Fox Factory Holding Corp shares in Q3 2023, an estimated $97.9K.
Fox Factory Holding Corp made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1470 holding.
JP Morgan Private Wealth Advisors first reported a position in Fox Factory Holding Corp in Q3 2014 and has held it in 13 quarters since.
JP Morgan Private Wealth Advisors's Fox Factory Holding Corp position peaked at $992K in Q4 2021.
313 funds tracked by Wall St. Rank held Fox Factory Holding Corp as of Q3 2023.

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