JP Morgan Private Wealth Advisors’s Stereotaxis STXS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-41,593	Closed	-$86.1K	–	2001
2022 Q4	$86.1K	Hold	41,593	–	–	﹤0.01%	1889
2022 Q3	$75K	Hold	41,593	–	–	﹤0.01%	1885
2022 Q2	$77K	Hold	41,593	–	–	﹤0.01%	1882
2022 Q1	$155K	Hold	41,593	–	–	﹤0.01%	1940
2021 Q4	$258K	Sell	41,593 -170	-0.4%	-$1.02K	﹤0.01%	1808
2021 Q3	$225K	Buy	41,763 +170	+0.4%	+$1.28K	﹤0.01%	1811
2021 Q2	$401K	Hold	41,593	–	–	﹤0.01%	1562
2021 Q1	$280K	Hold	41,593	–	–	﹤0.01%	1558
2020 Q4	$212K	Hold	41,593	–	–	﹤0.01%	1628
2020 Q3	$149K	Hold	41,593	–	–	﹤0.01%	1546
2020 Q2	$186K	Hold	41,593	–	–	﹤0.01%	1467
2020 Q1	$126K	Hold	41,593	–	–	﹤0.01%	1347
2019 Q4	$220K	Hold	41,593	–	–	﹤0.01%	1358
2019 Q3	$146K	Buy	+41,593	New	+$160K	﹤0.01%	1376
2016 Q3	–	Sell	-41,593	Closed	-$41K	–	1266
2016 Q2	$41K	Buy	41,593 +10,000	+32%	+$13.2K	﹤0.01%	1237
2016 Q1	$35K	Buy	+31,593	New	+$27K	﹤0.01%	1205

Other funds holding STXS

DCM

DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return

LIM

Lagoda Investment Management New York $162M AUM 49.7% 1-Year Est. Return

APCM

Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return

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

ITP

Iron Triangle Partners Cos Cob, Connecticut $875M AUM 49.85% 1-Year Est. Return

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

JP Morgan Private Wealth Advisors's STXS Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of Stereotaxis (STXS) in Q1 2023, closing a stake of 41,593 shares — an estimated $86.1K sold.

JP Morgan Private Wealth Advisors first reported a position in STXS in Q1 2016 and held it in 16 quarters. The position peaked at $401K in Q2 2021. 67 funds tracked by Wall St. Rank hold STXS as of Q1 2023.

JP Morgan Private Wealth Advisors reported no remaining Stereotaxis position as of Q1 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 41,593 Stereotaxis shares in Q1 2023, an estimated $86.1K.
JP Morgan Private Wealth Advisors first reported a position in Stereotaxis in Q1 2016 and held it in 16 quarters.
JP Morgan Private Wealth Advisors's Stereotaxis position peaked at $401K in Q2 2021.
67 funds tracked by Wall St. Rank held Stereotaxis as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.