JP Morgan Private Wealth Advisors’s FlexShares STOXX Global Broad Infrastructure Index Fund NFRA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,892	Closed	-$202K	–	1758
2023 Q1	$202K	Sell	3,892 -13,522	-78%	-$698K	﹤0.01%	1831
2022 Q4	$878K	Buy	17,414 +7,167	+70%	+$354K	﹤0.01%	1205
2022 Q3	$468K	Buy	10,247 +617	+6%	+$32K	﹤0.01%	1488
2022 Q2	$498K	Sell	9,630 -457	-5%	-$25K	﹤0.01%	1458
2022 Q1	$579K	Sell	10,087 -998	-9%	-$56K	﹤0.01%	1474
2021 Q4	$636K	Sell	11,085 -2,168	-16%	-$124K	﹤0.01%	1452
2021 Q3	$739K	Buy	13,253 +5,606	+73%	+$325K	﹤0.01%	1351
2021 Q2	$439K	Buy	+7,647	New	+$445K	﹤0.01%	1528

Other funds holding NFRA

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LFA

Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

UBG

United Bank (Georgia) Zebulon, Georgia $329M AUM 28.62% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) in Q2 2023, closing a stake of 3,892 shares — an estimated $202K sold.

JP Morgan Private Wealth Advisors first reported a position in NFRA in Q2 2021 and held it in 8 quarters. The position peaked at $878K in Q4 2022. 112 funds tracked by Wall St. Rank hold NFRA as of Q2 2023.

JP Morgan Private Wealth Advisors reported no remaining FlexShares STOXX Global Broad Infrastructure Index Fund position as of Q2 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 3,892 FlexShares STOXX Global Broad Infrastructure Index Fund shares in Q2 2023, an estimated $202K.
JP Morgan Private Wealth Advisors first reported a position in FlexShares STOXX Global Broad Infrastructure Index Fund in Q2 2021 and held it in 8 quarters.
JP Morgan Private Wealth Advisors's FlexShares STOXX Global Broad Infrastructure Index Fund position peaked at $878K in Q4 2022.
112 funds tracked by Wall St. Rank held FlexShares STOXX Global Broad Infrastructure Index Fund as of Q2 2023.

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