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JP Morgan Private Wealth Advisors’s ICF International ICFI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ICFI Stock Details ICFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$330K Sell
2,734
-407
-13% -$50.8K ﹤0.01% 1428
2023
Q2 		$391K Sell
3,141
-386
-11% -$44.5K ﹤0.01% 1126
2023
Q1 		$387K Buy
3,527
+330
+10% +$34.3K ﹤0.01% 1576
2022
Q4 		$317K Sell
3,197
-33
-1% -$3.6K ﹤0.01% 1637
2022
Q3 		$352K Sell
3,230
-61
-2% -$6.13K ﹤0.01% 1593
2022
Q2 		$313K Sell
3,291
-20
-0.6% -$1.94K ﹤0.01% 1627
2022
Q1 		$312K Sell
3,311
-101
-3% -$9.48K ﹤0.01% 1732
2021
Q4 		$350K Sell
3,412
-1
-0% -$101 ﹤0.01% 1684
2021
Q3 		$305K Sell
3,413
-28
-0.8% -$2.54K ﹤0.01% 1689
2021
Q2 		$302K Buy
3,441
+193
+6% +$17.7K ﹤0.01% 1674
2021
Q1 		$284K Sell
3,248
-178
-5% -$14.9K ﹤0.01% 1549
2020
Q4 		$255K Buy
3,426
+132
+4% +$9.5K ﹤0.01% 1561
2020
Q3 		$203K Buy
3,294
+34
+1% +$2.26K ﹤0.01% 1518
2020
Q2 		$211K Buy
3,260
+164
+5% +$10.8K ﹤0.01% 1444
2020
Q1 		$213K Buy
+3,096
New +$253K ﹤0.01% 1276

Other funds holding ICFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its ICF International (ICFI) stake by 13% in Q3 2023, selling an estimated $50.8K and leaving 2,734 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

JP Morgan Private Wealth Advisors first reported a position in ICFI in Q1 2020 and has held it in 15 quarters since. The position peaked at $391K in Q2 2023. 231 funds tracked by Wall St. Rank hold ICFI as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 2,734 shares of ICF International worth $330K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 407 ICF International shares in Q3 2023, an estimated $50.8K.
  • ICF International made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1428 holding.
  • JP Morgan Private Wealth Advisors first reported a position in ICF International in Q1 2020 and has held it in 15 quarters since.
  • JP Morgan Private Wealth Advisors's ICF International position peaked at $391K in Q2 2023.
  • 231 funds tracked by Wall St. Rank held ICF International as of Q3 2023.

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