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JP Morgan Private Wealth Advisors’s Lindblad Expeditions LIND Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio LIND Stock Details LIND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-36,200
Closed -$245K – 1972
2022
Q3 		$245K Hold
36,200
– – ﹤0.01% 1737
2022
Q2 		$293K Hold
36,200
– – ﹤0.01% 1660
2022
Q1 		$546K Buy
+36,200
New +$582K ﹤0.01% 1498

Other funds holding LIND

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Aperture Investors New York $791M AUM 54.66% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

JP Morgan Private Wealth Advisors's LIND Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of Lindblad Expeditions (LIND) in Q4 2022, closing a stake of 36,200 shares — an estimated $245K sold.

JP Morgan Private Wealth Advisors first reported a position in LIND in Q1 2022 and held it in 3 quarters. The position peaked at $546K in Q1 2022. 117 funds tracked by Wall St. Rank hold LIND as of Q4 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Lindblad Expeditions position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 36,200 Lindblad Expeditions shares in Q4 2022, an estimated $245K.
  • JP Morgan Private Wealth Advisors first reported a position in Lindblad Expeditions in Q1 2022 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's Lindblad Expeditions position peaked at $546K in Q1 2022.
  • 117 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.