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JP Morgan Private Wealth Advisors’s Ubiquiti UI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-659
Closed -$202K – 2076
2021
Q4 		$202K Sell
659
-35
-5% -$10.7K ﹤0.01% 1908
2021
Q3 		$207K Hold
694
– – ﹤0.01% 1843
2021
Q2 		$217K Buy
+694
New +$203K ﹤0.01% 1809
2020
Q1 		– Sell
-1,157
Closed -$219K – 1539
2019
Q4 		$219K Buy
+1,157
New +$187K ﹤0.01% 1361

Other funds holding UI

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Private Wealth Advisors's UI Position: Q1 2022 in Review

JP Morgan Private Wealth Advisors sold out of Ubiquiti (UI) in Q1 2022, closing a stake of 659 shares — an estimated $202K sold.

JP Morgan Private Wealth Advisors first reported a position in UI in Q4 2019 and held it in 4 quarters. The position peaked at $219K in Q4 2019. 204 funds tracked by Wall St. Rank hold UI as of Q1 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Ubiquiti position as of Q1 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 659 Ubiquiti shares in Q1 2022, an estimated $202K.
  • JP Morgan Private Wealth Advisors first reported a position in Ubiquiti in Q4 2019 and held it in 4 quarters.
  • JP Morgan Private Wealth Advisors's Ubiquiti position peaked at $219K in Q4 2019.
  • 204 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.