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JP Morgan Private Wealth Advisors’s Knife River KNF Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio KNF Stock Details KNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-30,626
Closed -$1.33M – 1753
2023
Q2 		$1.33M Buy
+30,626
New +$1.3M 0.01% 683

Other funds holding KNF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Knife River (KNF) in Q3 2023, closing a stake of 30,626 shares — an estimated $1.33M sold.

JP Morgan Private Wealth Advisors first reported a position in KNF in Q2 2023 and held it in 1 quarter. The position peaked at $1.33M in Q2 2023. 308 funds tracked by Wall St. Rank hold KNF as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Knife River position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 30,626 Knife River shares in Q3 2023, an estimated $1.33M.
  • JP Morgan Private Wealth Advisors first reported a position in Knife River in Q2 2023 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Knife River position peaked at $1.33M in Q2 2023.
  • 308 funds tracked by Wall St. Rank held Knife River as of Q3 2023.

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