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JP Morgan Private Wealth Advisors’s ONE Gas OGS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio OGS Stock Details OGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,711
Closed -$201K – 1968
2021
Q2 		$201K Buy
+2,711
New +$209K ﹤0.01% 1838
2020
Q1 		– Sell
-3,711
Closed -$347K – 1504
2019
Q4 		$347K Buy
3,711
+453
+14% +$41.4K ﹤0.01% 1177
2019
Q3 		$313K Buy
+3,258
New +$297K ﹤0.01% 1176
2017
Q2 		– Sell
-4,152
Closed -$281K – 1324
2017
Q1 		$281K Sell
4,152
-1,368
-25% -$88.7K ﹤0.01% 1091
2016
Q4 		$353K Sell
5,520
-689
-11% -$41.8K ﹤0.01% 931
2016
Q3 		$384K Sell
6,209
-85
-1% -$5.39K ﹤0.01% 888
2016
Q2 		$419K Sell
6,294
-3,325
-35% -$200K ﹤0.01% 844
2016
Q1 		$588K Sell
9,619
-687
-7% -$38.8K 0.01% 690
2015
Q4 		$517K Buy
10,306
+90
+0.9% +$4.34K 0.01% 682
2015
Q3 		$463K Buy
10,216
+2,199
+27% +$96.3K 0.01% 645
2015
Q2 		$341K Hold
8,017
– – ﹤0.01% 799
2015
Q1 		$347K Sell
8,017
-545
-6% -$23.3K ﹤0.01% 834
2014
Q4 		$353K Buy
8,562
+90
+1% +$3.49K ﹤0.01% 822
2014
Q3 		$291K Buy
8,472
+47
+0.6% +$1.72K ﹤0.01% 853
2014
Q2 		$318K Sell
8,425
-82
-1% -$3K 0.01% 700
2014
Q1 		$306K Buy
+8,507
New +$293K 0.01% 716

Other funds holding OGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

JP Morgan Private Wealth Advisors's OGS Position: Q3 2021 in Review

JP Morgan Private Wealth Advisors sold out of ONE Gas (OGS) in Q3 2021, closing a stake of 2,711 shares — an estimated $201K sold.

JP Morgan Private Wealth Advisors first reported a position in OGS in Q1 2014 and held it in 16 quarters. The position peaked at $588K in Q1 2016. 296 funds tracked by Wall St. Rank hold OGS as of Q3 2021.

  • JP Morgan Private Wealth Advisors reported no remaining ONE Gas position as of Q3 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 2,711 ONE Gas shares in Q3 2021, an estimated $201K.
  • JP Morgan Private Wealth Advisors first reported a position in ONE Gas in Q1 2014 and held it in 16 quarters.
  • JP Morgan Private Wealth Advisors's ONE Gas position peaked at $588K in Q1 2016.
  • 296 funds tracked by Wall St. Rank held ONE Gas as of Q3 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.