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JP Morgan Private Wealth Advisors’s Pangaea Logistics PANL Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PANL Stock Details PANL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-25,204
Closed -$130K – 1983
2022
Q4 		$130K Hold
25,204
– – ﹤0.01% 1871
2022
Q3 		$116K Buy
+25,204
New +$124K ﹤0.01% 1872

Other funds holding PANL

RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VAS
VR Advisory Services Camana Bay, Grand Cayman, Cayman Islands $845M AUM 22.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PANL Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of Pangaea Logistics (PANL) in Q1 2023, closing a stake of 25,204 shares — an estimated $130K sold.

JP Morgan Private Wealth Advisors first reported a position in PANL in Q3 2022 and held it in 2 quarters. The position peaked at $130K in Q4 2022. 78 funds tracked by Wall St. Rank hold PANL as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Pangaea Logistics position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 25,204 Pangaea Logistics shares in Q1 2023, an estimated $130K.
  • JP Morgan Private Wealth Advisors first reported a position in Pangaea Logistics in Q3 2022 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Pangaea Logistics position peaked at $130K in Q4 2022.
  • 78 funds tracked by Wall St. Rank held Pangaea Logistics as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.