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JP Morgan Private Wealth Advisors’s LGI Homes LGIH Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,540
Closed -$290K – 1712
2023
Q1 		$290K Hold
2,540
– – ﹤0.01% 1692
2022
Q4 		$235K Hold
2,540
– – ﹤0.01% 1751
2022
Q3 		$207K Hold
2,540
– – ﹤0.01% 1798
2022
Q2 		$221K Sell
2,540
-14
-0.5% -$1.3K ﹤0.01% 1784
2022
Q1 		$249K Buy
2,554
+14
+0.6% +$1.73K ﹤0.01% 1832
2021
Q4 		$392K Buy
2,540
+996
+65% +$146K ﹤0.01% 1639
2021
Q3 		$219K Buy
1,544
+4
+0.3% +$631 ﹤0.01% 1821
2021
Q2 		$249K Buy
+1,540
New +$255K ﹤0.01% 1743

Other funds holding LGIH

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of LGI Homes (LGIH) in Q2 2023, closing a stake of 2,540 shares — an estimated $290K sold.

JP Morgan Private Wealth Advisors first reported a position in LGIH in Q2 2021 and held it in 8 quarters. The position peaked at $392K in Q4 2021. 224 funds tracked by Wall St. Rank hold LGIH as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining LGI Homes position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 2,540 LGI Homes shares in Q2 2023, an estimated $290K.
  • JP Morgan Private Wealth Advisors first reported a position in LGI Homes in Q2 2021 and held it in 8 quarters.
  • JP Morgan Private Wealth Advisors's LGI Homes position peaked at $392K in Q4 2021.
  • 224 funds tracked by Wall St. Rank held LGI Homes as of Q2 2023.

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