JMPWA
PLYM

JP Morgan Private Wealth Advisors’s Plymouth Industrial REIT PLYM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PLYM Stock Details PLYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-49,084
Closed -$983K – 1970
2021
Q2 		$983K Buy
49,084
+9,868
+25% +$186K ﹤0.01% 1209
2021
Q1 		$661K Hold
39,216
– – ﹤0.01% 1213
2020
Q4 		$588K Hold
39,216
– – ﹤0.01% 1225
2020
Q3 		$484K Buy
+39,216
New +$512K ﹤0.01% 1169

Other funds holding PLYM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Plymouth Industrial REIT (PLYM) in Q3 2021, closing a stake of 49,084 shares — an estimated $983K sold.

JP Morgan Private Wealth Advisors first reported a position in PLYM in Q3 2020 and held it in 4 quarters. The position peaked at $983K in Q2 2021. 136 funds tracked by Wall St. Rank hold PLYM as of Q3 2021.

  • JP Morgan Private Wealth Advisors reported no remaining Plymouth Industrial REIT position as of Q3 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 49,084 Plymouth Industrial REIT shares in Q3 2021, an estimated $983K.
  • JP Morgan Private Wealth Advisors first reported a position in Plymouth Industrial REIT in Q3 2020 and held it in 4 quarters.
  • JP Morgan Private Wealth Advisors's Plymouth Industrial REIT position peaked at $983K in Q2 2021.
  • 136 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q3 2021.

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