JP Morgan Private Wealth Advisors’s Postal Realty Trust PSTL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-17,272	Closed	-$257K	–	1969
2022 Q2	$257K	Buy	17,272 +144	+0.8%	+$2.3K	﹤0.01%	1729
2022 Q1	$288K	Sell	17,128 -48	-0.3%	-$855	﹤0.01%	1762
2021 Q4	$340K	Buy	17,176 +179	+1%	+$3.33K	﹤0.01%	1699
2021 Q3	$317K	Sell	16,997 -507	-3%	-$9.72K	﹤0.01%	1671
2021 Q2	$319K	Buy	17,504 +1,011	+6%	+$19.7K	﹤0.01%	1652
2021 Q1	$283K	Sell	16,493 -304	-2%	-$4.97K	﹤0.01%	1552
2020 Q4	$284K	Buy	16,797 +1,108	+7%	+$17.2K	﹤0.01%	1521
2020 Q3	$238K	Buy	+15,689	New	+$232K	﹤0.01%	1462

Other funds holding PSTL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HRES

Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return

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

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Postal Realty Trust (PSTL) in Q3 2022, closing a stake of 17,272 shares — an estimated $257K sold.

JP Morgan Private Wealth Advisors first reported a position in PSTL in Q3 2020 and held it in 8 quarters. The position peaked at $340K in Q4 2021. 101 funds tracked by Wall St. Rank hold PSTL as of Q3 2022.

JP Morgan Private Wealth Advisors reported no remaining Postal Realty Trust position as of Q3 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 17,272 Postal Realty Trust shares in Q3 2022, an estimated $257K.
JP Morgan Private Wealth Advisors first reported a position in Postal Realty Trust in Q3 2020 and held it in 8 quarters.
JP Morgan Private Wealth Advisors's Postal Realty Trust position peaked at $340K in Q4 2021.
101 funds tracked by Wall St. Rank held Postal Realty Trust as of Q3 2022.

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