JP Morgan Private Wealth Advisors’s Independence Realty Trust IRT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-12,702	Closed	-$182K	–	1486
2019 Q3	$182K	Buy	12,702 +2,116	+20%	+$27.8K	﹤0.01%	1354
2019 Q2	$122K	Sell	10,586 -3,000	-22%	-$32.9K	﹤0.01%	1327
2019 Q1	$147K	Sell	13,586 -15,013	-52%	-$154K	﹤0.01%	1395
2018 Q4	$263K	Sell	28,599 -3,000	-9%	-$29.6K	﹤0.01%	1235
2018 Q3	$333K	Buy	31,599 +13	+0%	+$133	﹤0.01%	1242
2018 Q2	$326K	Buy	+31,586	New	+$304K	﹤0.01%	1174

Other funds holding IRT

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IRT Position: Q4 2019 in Review

JP Morgan Private Wealth Advisors sold out of Independence Realty Trust (IRT) in Q4 2019, closing a stake of 12,702 shares — an estimated $182K sold.

JP Morgan Private Wealth Advisors first reported a position in IRT in Q2 2018 and held it in 6 quarters. The position peaked at $333K in Q3 2018. 180 funds tracked by Wall St. Rank hold IRT as of Q4 2019.

JP Morgan Private Wealth Advisors reported no remaining Independence Realty Trust position as of Q4 2019 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 12,702 Independence Realty Trust shares in Q4 2019, an estimated $182K.
JP Morgan Private Wealth Advisors first reported a position in Independence Realty Trust in Q2 2018 and held it in 6 quarters.
JP Morgan Private Wealth Advisors's Independence Realty Trust position peaked at $333K in Q3 2018.
180 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.