JP Morgan Private Wealth Advisors’s Pan American Silver PAAS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-10,160
Closed -$148K 1767
2023
Q2
$148K Sell
10,160
-1,420
-12% -$23.5K ﹤0.01% 1420
2023
Q1
$211K Buy
+11,580
New +$199K ﹤0.01% 1809
2019
Q2
Sell
-17,600
Closed -$233K 1441
2019
Q1
$233K Hold
17,600
﹤0.01% 1319
2018
Q4
$257K Sell
17,600
-17,500
-50% -$250K ﹤0.01% 1239
2018
Q3
$518K Hold
35,100
﹤0.01% 1061
2018
Q2
$628K Hold
35,100
﹤0.01% 928
2018
Q1
$567K Buy
35,100
+14,000
+66% +$223K ﹤0.01% 829
2017
Q4
$328K Buy
+21,100
New +$334K ﹤0.01% 1016

Other funds holding PAAS

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

JP Morgan Private Wealth Advisors sold out of Pan American Silver (PAAS) in Q3 2023, closing a stake of 10,160 shares — an estimated $148K sold.

JP Morgan Private Wealth Advisors first reported a position in PAAS in Q4 2017 and held it in 8 quarters. The position peaked at $628K in Q2 2018. 307 funds tracked by Wall St. Rank hold PAAS as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Pan American Silver position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,160 Pan American Silver shares in Q3 2023, an estimated $148K.
  • JP Morgan Private Wealth Advisors first reported a position in Pan American Silver in Q4 2017 and held it in 8 quarters.
  • JP Morgan Private Wealth Advisors's Pan American Silver position peaked at $628K in Q2 2018.
  • 307 funds tracked by Wall St. Rank held Pan American Silver as of Q3 2023.

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