JP Morgan Private Wealth Advisors’s Hennessy Sustainable ETF STNC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-20,194	Closed	-$535K	–	1866
2023 Q1	$535K	Buy	+20,194	New	+$525K	﹤0.01%	1448

Other funds holding STNC

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Hennessy Sustainable ETF (STNC) in Q2 2023, closing a stake of 20,194 shares — an estimated $535K sold.

JP Morgan Private Wealth Advisors first reported a position in STNC in Q1 2023 and held it in 1 quarter. The position peaked at $535K in Q1 2023. 5 funds tracked by Wall St. Rank hold STNC as of Q2 2023.

JP Morgan Private Wealth Advisors reported no remaining Hennessy Sustainable ETF position as of Q2 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 20,194 Hennessy Sustainable ETF shares in Q2 2023, an estimated $535K.
JP Morgan Private Wealth Advisors first reported a position in Hennessy Sustainable ETF in Q1 2023 and held it in 1 quarter.
JP Morgan Private Wealth Advisors's Hennessy Sustainable ETF position peaked at $535K in Q1 2023.
5 funds tracked by Wall St. Rank held Hennessy Sustainable ETF as of Q2 2023.

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