JP Morgan Private Wealth Advisors’s MODEL N, INC. MODN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,093	Closed	-$215K	–	1802
2023 Q2	$215K	Buy	+6,093	New	+$196K	﹤0.01%	1366
2023 Q1	–	Sell	-6,494	Closed	-$263K	–	2014
2022 Q4	$263K	Buy	+6,494	New	+$245K	﹤0.01%	1703
2021 Q1	–	Sell	-19,535	Closed	-$697K	–	1809
2020 Q4	$697K	Buy	+19,535	New	+$677K	﹤0.01%	1146

Other funds holding MODN

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of MODEL N, INC. (MODN) in Q3 2023, closing a stake of 6,093 shares — an estimated $215K sold.

JP Morgan Private Wealth Advisors first reported a position in MODN in Q4 2020 and held it in 3 quarters. The position peaked at $697K in Q4 2020. 174 funds tracked by Wall St. Rank hold MODN as of Q3 2023.

JP Morgan Private Wealth Advisors reported no remaining MODEL N, INC. position as of Q3 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 6,093 MODEL N, INC. shares in Q3 2023, an estimated $215K.
JP Morgan Private Wealth Advisors first reported a position in MODEL N, INC. in Q4 2020 and held it in 3 quarters.
JP Morgan Private Wealth Advisors's MODEL N, INC. position peaked at $697K in Q4 2020.
174 funds tracked by Wall St. Rank held MODEL N, INC. as of Q3 2023.

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