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JP Morgan Private Wealth Advisors’s Highwoods Properties HIW Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio HIW Stock Details HIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$358K Sell
17,353
-2,723
-14% -$64.7K ﹤0.01% 1391
2023
Q2 		$480K Sell
20,076
-2,869
-13% -$63.5K ﹤0.01% 1048
2023
Q1 		$532K Buy
22,945
+700
+3% +$18.9K ﹤0.01% 1452
2022
Q4 		$622K Sell
22,245
-55
-0.2% -$1.53K ﹤0.01% 1375
2022
Q3 		$601K Buy
22,300
+2,891
+15% +$93.4K ﹤0.01% 1377
2022
Q2 		$664K Sell
19,409
-165
-0.8% -$6.51K ﹤0.01% 1328
2022
Q1 		$895K Buy
19,574
+47
+0.2% +$2.08K ﹤0.01% 1271
2021
Q4 		$871K Buy
19,527
+5,907
+43% +$267K ﹤0.01% 1315
2021
Q3 		$597K Buy
13,620
+4,443
+48% +$203K ﹤0.01% 1430
2021
Q2 		$415K Buy
9,177
+1,606
+21% +$72.2K ﹤0.01% 1549
2021
Q1 		$325K Buy
+7,571
New +$309K ﹤0.01% 1494

Other funds holding HIW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 HIW Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Highwoods Properties (HIW) stake by 14% in Q3 2023, selling an estimated $64.7K and leaving 17,353 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

JP Morgan Private Wealth Advisors first reported a position in HIW in Q1 2021 and has held it in 11 quarters since. The position peaked at $895K in Q1 2022. 297 funds tracked by Wall St. Rank hold HIW as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 17,353 shares of Highwoods Properties worth $358K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 2,723 Highwoods Properties shares in Q3 2023, an estimated $64.7K.
  • Highwoods Properties made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1391 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Highwoods Properties in Q1 2021 and has held it in 11 quarters since.
  • JP Morgan Private Wealth Advisors's Highwoods Properties position peaked at $895K in Q1 2022.
  • 297 funds tracked by Wall St. Rank held Highwoods Properties as of Q3 2023.

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