JP Morgan Private Wealth Advisors’s Whole Earth Brands, Inc. Class A Common Stock FREE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-90,005	Closed	-$346K	–	2013
2022 Q3	$346K	Buy	90,005 +19,141	+27%	+$104K	﹤0.01%	1600
2022 Q2	$439K	Buy	70,864 +5,853	+9%	+$39.9K	﹤0.01%	1505
2022 Q1	$465K	Buy	65,011 +2,773	+4%	+$24.8K	﹤0.01%	1573
2021 Q4	$668K	Sell	62,238 -5,534	-8%	-$63.5K	﹤0.01%	1430
2021 Q3	$783K	Buy	67,772 +1,760	+3%	+$22.1K	﹤0.01%	1317
2021 Q2	$957K	Buy	66,012 +7,144	+12%	+$95.3K	﹤0.01%	1221
2021 Q1	$768K	Sell	58,868 -582	-1%	-$7.41K	﹤0.01%	1154
2020 Q4	$648K	Buy	59,450 +2,831	+5%	+$25.9K	﹤0.01%	1188
2020 Q3	$472K	Buy	+56,619	New	+$445K	﹤0.01%	1183

Other funds holding FREE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

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

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

SPH

Steel Partners Holdings New York $78M AUM

ICM

Ionic Capital Management New York $690M AUM 70.34% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FREE Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of Whole Earth Brands, Inc. Class A Common Stock (FREE) in Q4 2022, closing a stake of 90,005 shares — an estimated $346K sold.

JP Morgan Private Wealth Advisors first reported a position in FREE in Q3 2020 and held it in 9 quarters. The position peaked at $957K in Q2 2021. 102 funds tracked by Wall St. Rank hold FREE as of Q4 2022.

JP Morgan Private Wealth Advisors reported no remaining Whole Earth Brands, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 90,005 Whole Earth Brands, Inc. Class A Common Stock shares in Q4 2022, an estimated $346K.
JP Morgan Private Wealth Advisors first reported a position in Whole Earth Brands, Inc. Class A Common Stock in Q3 2020 and held it in 9 quarters.
JP Morgan Private Wealth Advisors's Whole Earth Brands, Inc. Class A Common Stock position peaked at $957K in Q2 2021.
102 funds tracked by Wall St. Rank held Whole Earth Brands, Inc. Class A Common Stock as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.