JP Morgan Private Wealth Advisors’s TFI International TFII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$837K	Sell	6,490 -499	-7%	-$63.3K	﹤0.01%	1050
2023 Q2	$797K	Sell	6,989 -9,294	-57%	-$1.02M	﹤0.01%	847
2023 Q1	$1.94M	Buy	16,283 +52	+0.3%	+$6.06K	﹤0.01%	886
2022 Q4	$1.63M	Sell	16,231 -784	-5%	-$78.3K	﹤0.01%	921
2022 Q3	$1.55M	Buy	17,015 +2,494	+17%	+$242K	﹤0.01%	942
2022 Q2	$1.16M	Sell	14,521 -226	-2%	-$18.4K	﹤0.01%	1062
2022 Q1	$1.57M	Buy	14,747 +875	+6%	+$89.1K	﹤0.01%	999
2021 Q4	$1.55M	Sell	13,872 -2,167	-14%	-$236K	﹤0.01%	1024
2021 Q3	$1.64M	Buy	16,039 +1,071	+7%	+$115K	﹤0.01%	983
2021 Q2	$1.37M	Buy	14,968 +1,901	+15%	+$166K	﹤0.01%	1041
2021 Q1	$979K	Sell	13,067 -456	-3%	-$31K	﹤0.01%	1049
2020 Q4	$696K	Buy	+13,523	New	+$672K	﹤0.01%	1147

Other funds holding TFII

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its TFI International (TFII) stake by 7.1% in Q3 2023, selling an estimated $63.3K and leaving 6,490 shares worth $837K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

JP Morgan Private Wealth Advisors first reported a position in TFII in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.94M in Q1 2023. 259 funds tracked by Wall St. Rank hold TFII as of Q3 2023.

JP Morgan Private Wealth Advisors held 6,490 shares of TFI International worth $837K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 499 TFI International shares in Q3 2023, an estimated $63.3K.
TFI International made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1050 holding.
JP Morgan Private Wealth Advisors first reported a position in TFI International in Q4 2020 and has held it in 12 quarters since.
JP Morgan Private Wealth Advisors's TFI International position peaked at $1.94M in Q1 2023.
259 funds tracked by Wall St. Rank held TFI International as of Q3 2023.

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