JP Morgan Private Wealth Advisors’s RB Global RBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$584K	Sell	9,337 -2,698	-22%	-$166K	﹤0.01%	1183
2023 Q2	$722K	Sell	12,035 -21,870	-65%	-$1.23M	﹤0.01%	883
2023 Q1	$1.91M	Buy	33,905 +21,633	+176%	+$1.28M	﹤0.01%	897
2022 Q4	$710K	Sell	12,272 -10,654	-46%	-$620K	﹤0.01%	1312
2022 Q3	$1.43M	Sell	22,926 -754	-3%	-$51.3K	﹤0.01%	980
2022 Q2	$1.54M	Sell	23,680 -1,185	-5%	-$69.5K	﹤0.01%	937
2022 Q1	$1.47M	Buy	24,865 +488	+2%	+$28.7K	﹤0.01%	1034
2021 Q4	$1.49M	Sell	24,377 -2,768	-10%	-$185K	﹤0.01%	1047
2021 Q3	$1.67M	Sell	27,145 -1,451	-5%	-$88.6K	﹤0.01%	971
2021 Q2	$1.7M	Buy	28,596 +1,538	+6%	+$94.7K	﹤0.01%	946
2021 Q1	$1.58M	Sell	27,058 -3,812	-12%	-$224K	0.01%	853
2020 Q4	$2.15M	Sell	30,870 -2,309	-7%	-$153K	0.01%	704
2020 Q3	$1.97M	Sell	33,179 -2,728	-8%	-$144K	0.01%	655
2020 Q2	$1.47M	Buy	35,907 +14,951	+71%	+$611K	0.01%	679
2020 Q1	$716K	Buy	20,956 +12,982	+163%	+$519K	﹤0.01%	816
2019 Q4	$342K	Sell	7,974 -55	-0.7%	-$2.29K	﹤0.01%	1182
2019 Q3	$320K	Buy	+8,029	New	+$298K	﹤0.01%	1165

Other funds holding RBA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its RB Global (RBA) stake by 22% in Q3 2023, selling an estimated $166K and leaving 9,337 shares worth $584K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

JP Morgan Private Wealth Advisors first reported a position in RBA in Q3 2019 and has held it in 17 quarters since. The position peaked at $2.15M in Q4 2020. 386 funds tracked by Wall St. Rank hold RBA as of Q3 2023.

JP Morgan Private Wealth Advisors held 9,337 shares of RB Global worth $584K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 2,698 RB Global shares in Q3 2023, an estimated $166K.
RB Global made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1183 holding.
JP Morgan Private Wealth Advisors first reported a position in RB Global in Q3 2019 and has held it in 17 quarters since.
JP Morgan Private Wealth Advisors's RB Global position peaked at $2.15M in Q4 2020.
386 funds tracked by Wall St. Rank held RB Global as of Q3 2023.

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