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JP Morgan Private Wealth Advisors’s Quanex NX Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio NX Stock Details NX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$414K Sell
14,702
-1,849
-11% -$50.5K ﹤0.01% 1326
2023
Q2 		$444K Sell
16,551
-31,614
-66% -$703K ﹤0.01% 1087
2023
Q1 		$1.04M Sell
48,165
-2,448
-5% -$58.7K ﹤0.01% 1144
2022
Q4 		$1.2M Sell
50,613
-1,126
-2% -$25.3K ﹤0.01% 1063
2022
Q3 		$940K Sell
51,739
-3,923
-7% -$88.7K ﹤0.01% 1167
2022
Q2 		$1.27M Buy
55,662
+2,065
+4% +$43.1K ﹤0.01% 1016
2022
Q1 		$1.13M Sell
53,597
-1,763
-3% -$40.1K ﹤0.01% 1165
2021
Q4 		$1.37M Sell
55,360
-192
-0.3% -$4.29K ﹤0.01% 1089
2021
Q3 		$1.19M Buy
55,552
+2,141
+4% +$50K ﹤0.01% 1133
2021
Q2 		$1.33M Buy
53,411
+4,660
+10% +$124K ﹤0.01% 1057
2021
Q1 		$1.28M Buy
48,751
+4,089
+9% +$102K ﹤0.01% 932
2020
Q4 		$990K Buy
44,662
+2,558
+6% +$52.7K ﹤0.01% 1013
2020
Q3 		$776K Buy
42,104
+583
+1% +$9.26K ﹤0.01% 989
2020
Q2 		$576K Buy
41,521
+27,964
+206% +$333K ﹤0.01% 1022
2020
Q1 		$137K Buy
+13,557
New +$216K ﹤0.01% 1339
2017
Q2 		– Sell
-13,180
Closed -$267K – 1322
2017
Q1 		$267K Sell
13,180
-4,390
-25% -$87.3K ﹤0.01% 1118
2016
Q4 		$357K Hold
17,570
– – ﹤0.01% 927
2016
Q3 		$303K Buy
17,570
+1,600
+10% +$30.9K ﹤0.01% 981
2016
Q2 		$293K Buy
15,970
+1,450
+10% +$27.1K ﹤0.01% 993
2016
Q1 		$252K Buy
+14,520
New +$256K ﹤0.01% 1008

Other funds holding NX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Quanex (NX) stake by 11% in Q3 2023, selling an estimated $50.5K and leaving 14,702 shares worth $414K. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

JP Morgan Private Wealth Advisors first reported a position in NX in Q1 2016 and has held it in 20 quarters since. The position peaked at $1.37M in Q4 2021. 178 funds tracked by Wall St. Rank hold NX as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 14,702 shares of Quanex worth $414K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,849 Quanex shares in Q3 2023, an estimated $50.5K.
  • Quanex made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1326 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Quanex in Q1 2016 and has held it in 20 quarters since.
  • JP Morgan Private Wealth Advisors's Quanex position peaked at $1.37M in Q4 2021.
  • 178 funds tracked by Wall St. Rank held Quanex as of Q3 2023.

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