JMPWA
NWHM

JP Morgan Private Wealth Advisors’s THE NEW HOME COMPANY INC. NWHM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio NWHM Stock Details NWHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-20,000
Closed -$67K – 1642
2020
Q2 		$67K Buy
+20,000
New +$52.6K ﹤0.01% 1524
2014
Q2 		– Sell
-46,875
Closed -$668K – 930
2014
Q1 		$668K Buy
+46,875
New +$646K 0.01% 486

Other funds holding NWHM

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

JP Morgan Private Wealth Advisors's NWHM Position: Q3 2020 in Review

JP Morgan Private Wealth Advisors sold out of THE NEW HOME COMPANY INC. (NWHM) in Q3 2020, closing a stake of 20,000 shares — an estimated $67K sold.

JP Morgan Private Wealth Advisors first reported a position in NWHM in Q1 2014 and held it in 2 quarters. The position peaked at $668K in Q1 2014. 40 funds tracked by Wall St. Rank hold NWHM as of Q3 2020.

  • JP Morgan Private Wealth Advisors reported no remaining THE NEW HOME COMPANY INC. position as of Q3 2020 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 20,000 THE NEW HOME COMPANY INC. shares in Q3 2020, an estimated $67K.
  • JP Morgan Private Wealth Advisors first reported a position in THE NEW HOME COMPANY INC. in Q1 2014 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's THE NEW HOME COMPANY INC. position peaked at $668K in Q1 2014.
  • 40 funds tracked by Wall St. Rank held THE NEW HOME COMPANY INC. as of Q3 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.