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JP Morgan Private Wealth Advisors’s Restaurant Brands International QSR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio QSR Stock Details QSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,444
Closed -$298K – 1819
2023
Q1 		$298K Sell
4,444
-264
-6% -$17.2K ﹤0.01% 1682
2022
Q4 		$304K Sell
4,708
-411
-8% -$25.3K ﹤0.01% 1659
2022
Q3 		$272K Sell
5,119
-26
-0.5% -$1.47K ﹤0.01% 1694
2022
Q2 		$258K Sell
5,145
-4,313
-46% -$231K ﹤0.01% 1727
2022
Q1 		$552K Buy
9,458
+2,900
+44% +$165K ﹤0.01% 1493
2021
Q4 		$398K Sell
6,558
-208
-3% -$12.3K ﹤0.01% 1634
2021
Q3 		$414K Buy
6,766
+544
+9% +$34.9K ﹤0.01% 1575
2021
Q2 		$401K Buy
6,222
+1,448
+30% +$97.5K ﹤0.01% 1561
2021
Q1 		$310K Buy
4,774
+921
+24% +$57.1K ﹤0.01% 1513
2020
Q4 		$235K Sell
3,853
-1,456
-27% -$85K ﹤0.01% 1589
2020
Q3 		$305K Buy
5,309
+794
+18% +$44.3K ﹤0.01% 1359
2020
Q2 		$247K Sell
4,515
-2,226
-33% -$112K ﹤0.01% 1386
2020
Q1 		$270K Buy
6,741
+3,071
+84% +$174K ﹤0.01% 1174
2019
Q4 		$234K Buy
+3,670
New +$246K ﹤0.01% 1342

Other funds holding QSR

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

JP Morgan Private Wealth Advisors's QSR Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Restaurant Brands International (QSR) in Q2 2023, closing a stake of 4,444 shares — an estimated $298K sold.

JP Morgan Private Wealth Advisors first reported a position in QSR in Q4 2019 and held it in 14 quarters. The position peaked at $552K in Q1 2022. 432 funds tracked by Wall St. Rank hold QSR as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Restaurant Brands International position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 4,444 Restaurant Brands International shares in Q2 2023, an estimated $298K.
  • JP Morgan Private Wealth Advisors first reported a position in Restaurant Brands International in Q4 2019 and held it in 14 quarters.
  • JP Morgan Private Wealth Advisors's Restaurant Brands International position peaked at $552K in Q1 2022.
  • 432 funds tracked by Wall St. Rank held Restaurant Brands International as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.