JMPWA
SILK

JP Morgan Private Wealth Advisors’s Silk Road Medical, Inc. Common Stock SILK Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SILK Stock Details SILK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-7,503
Closed -$244K – 1798
2023
Q2 		$244K Sell
7,503
-2,437
-25% -$89K ﹤0.01% 1322
2023
Q1 		$389K Buy
+9,940
New +$486K ﹤0.01% 1574

Other funds holding SILK

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Silk Road Medical, Inc. Common Stock (SILK) in Q3 2023, closing a stake of 7,503 shares — an estimated $244K sold.

JP Morgan Private Wealth Advisors first reported a position in SILK in Q1 2023 and held it in 2 quarters. The position peaked at $389K in Q1 2023. 166 funds tracked by Wall St. Rank hold SILK as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Silk Road Medical, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 7,503 Silk Road Medical, Inc. Common Stock shares in Q3 2023, an estimated $244K.
  • JP Morgan Private Wealth Advisors first reported a position in Silk Road Medical, Inc. Common Stock in Q1 2023 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Silk Road Medical, Inc. Common Stock position peaked at $389K in Q1 2023.
  • 166 funds tracked by Wall St. Rank held Silk Road Medical, Inc. Common Stock as of Q3 2023.

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