JP Morgan Private Wealth Advisors’s Grocery Outlet GO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-12,534	Closed	-$417K	–	1955
2022 Q3	$417K	Sell	12,534 -31,042	-71%	-$1.26M	﹤0.01%	1534
2022 Q2	$1.86M	Buy	43,576 +5,932	+16%	+$217K	﹤0.01%	874
2022 Q1	$1.23M	Sell	37,644 -2	-0%	-$56	﹤0.01%	1111
2021 Q4	$1.06M	Buy	37,646 +2,974	+9%	+$76.4K	﹤0.01%	1210
2021 Q3	$748K	Sell	34,672 -600	-2%	-$17.3K	﹤0.01%	1338
2021 Q2	$1.22M	Buy	35,272 +1,124	+3%	+$41.1K	﹤0.01%	1100
2021 Q1	$1.26M	Sell	34,148 -177	-0.5%	-$6.87K	﹤0.01%	942
2020 Q4	$1.35M	Buy	34,325 +225	+0.7%	+$9.08K	﹤0.01%	888
2020 Q3	$1.34M	Buy	+34,100	New	+$1.41M	0.01%	778

Other funds holding GO

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

JP Morgan Private Wealth Advisors sold out of Grocery Outlet (GO) in Q4 2022, closing a stake of 12,534 shares — an estimated $417K sold.

JP Morgan Private Wealth Advisors first reported a position in GO in Q3 2020 and held it in 9 quarters. The position peaked at $1.86M in Q2 2022. 243 funds tracked by Wall St. Rank hold GO as of Q4 2022.

JP Morgan Private Wealth Advisors reported no remaining Grocery Outlet position as of Q4 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 12,534 Grocery Outlet shares in Q4 2022, an estimated $417K.
JP Morgan Private Wealth Advisors first reported a position in Grocery Outlet in Q3 2020 and held it in 9 quarters.
JP Morgan Private Wealth Advisors's Grocery Outlet position peaked at $1.86M in Q2 2022.
243 funds tracked by Wall St. Rank held Grocery Outlet as of Q4 2022.

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