JP Morgan Private Wealth Advisors’s NexPoint Residential Trust NXRT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-9,320	Closed	-$583K	–	1959
2022 Q2	$583K	Buy	9,320 +88	+1%	+$6.69K	﹤0.01%	1397
2022 Q1	$834K	Buy	9,232 +36	+0.4%	+$3K	﹤0.01%	1301
2021 Q4	$771K	Buy	9,196 +98	+1%	+$7.24K	﹤0.01%	1371
2021 Q3	$563K	Sell	9,098 -309	-3%	-$18.8K	﹤0.01%	1458
2021 Q2	$517K	Buy	9,407 +610	+7%	+$31.4K	﹤0.01%	1468
2021 Q1	$405K	Buy	8,797 +193	+2%	+$8.27K	﹤0.01%	1402
2020 Q4	$364K	Sell	8,604 -713	-8%	-$31.2K	﹤0.01%	1418
2020 Q3	$413K	Sell	9,317 -3,562	-28%	-$141K	﹤0.01%	1233
2020 Q2	$455K	Sell	12,879 -1,001	-7%	-$31K	﹤0.01%	1144
2020 Q1	$350K	Buy	13,880 +352	+3%	+$15.4K	﹤0.01%	1071
2019 Q4	$609K	Buy	13,528 +7,275	+116%	+$343K	﹤0.01%	974
2019 Q3	$292K	Buy	6,253 +185	+3%	+$8.28K	﹤0.01%	1206
2019 Q2	$251K	Sell	6,068 -491	-7%	-$19.2K	﹤0.01%	1217
2019 Q1	$251K	Buy	+6,559	New	+$241K	﹤0.01%	1289

Other funds holding NXRT

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

JP Morgan Private Wealth Advisors's NXRT Position: Q3 2022 in Review

JP Morgan Private Wealth Advisors sold out of NexPoint Residential Trust (NXRT) in Q3 2022, closing a stake of 9,320 shares — an estimated $583K sold.

JP Morgan Private Wealth Advisors first reported a position in NXRT in Q1 2019 and held it in 14 quarters. The position peaked at $834K in Q1 2022. 210 funds tracked by Wall St. Rank hold NXRT as of Q3 2022.

JP Morgan Private Wealth Advisors reported no remaining NexPoint Residential Trust position as of Q3 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 9,320 NexPoint Residential Trust shares in Q3 2022, an estimated $583K.
JP Morgan Private Wealth Advisors first reported a position in NexPoint Residential Trust in Q1 2019 and held it in 14 quarters.
JP Morgan Private Wealth Advisors's NexPoint Residential Trust position peaked at $834K in Q1 2022.
210 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q3 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.