JMPWA
HASI icon

JP Morgan Private Wealth Advisors’s Hannon Armstrong Sustainable Infrastructure Capital HASI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio HASI Stock Details HASI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8,071
Closed -$231K – 1648
2023
Q1 		$231K Buy
8,071
+53
+0.7% +$1.68K ﹤0.01% 1775
2022
Q4 		$232K Sell
8,018
-1,113
-12% -$32.4K ﹤0.01% 1759
2022
Q3 		$273K Sell
9,131
-158
-2% -$5.89K ﹤0.01% 1690
2022
Q2 		$352K Sell
9,289
-588
-6% -$23.4K ﹤0.01% 1579
2022
Q1 		$468K Sell
9,877
-14,816
-60% -$662K ﹤0.01% 1570
2021
Q4 		$1.31M Buy
24,693
+2,786
+13% +$161K ﹤0.01% 1102
2021
Q3 		$1.17M Buy
21,907
+4,590
+27% +$262K ﹤0.01% 1146
2021
Q2 		$972K Buy
17,317
+7,206
+71% +$375K ﹤0.01% 1213
2021
Q1 		$567K Buy
10,111
+2,417
+31% +$145K ﹤0.01% 1258
2020
Q4 		$488K Buy
7,694
+1,844
+32% +$94.3K ﹤0.01% 1299
2020
Q3 		$247K Buy
+5,850
New +$218K ﹤0.01% 1435

Other funds holding HASI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's HASI Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Hannon Armstrong Sustainable Infrastructure Capital (HASI) in Q2 2023, closing a stake of 8,071 shares — an estimated $231K sold.

JP Morgan Private Wealth Advisors first reported a position in HASI in Q3 2020 and held it in 11 quarters. The position peaked at $1.31M in Q4 2021. 322 funds tracked by Wall St. Rank hold HASI as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Hannon Armstrong Sustainable Infrastructure Capital position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 8,071 Hannon Armstrong Sustainable Infrastructure Capital shares in Q2 2023, an estimated $231K.
  • JP Morgan Private Wealth Advisors first reported a position in Hannon Armstrong Sustainable Infrastructure Capital in Q3 2020 and held it in 11 quarters.
  • JP Morgan Private Wealth Advisors's Hannon Armstrong Sustainable Infrastructure Capital position peaked at $1.31M in Q4 2021.
  • 322 funds tracked by Wall St. Rank held Hannon Armstrong Sustainable Infrastructure Capital as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.