JMPWA
VG

JP Morgan Private Wealth Advisors’s Vonage Holdings Corporation VG Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio VG Stock Details VG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-11,349
Closed -$114K – 1508
2019
Q1 		$114K Hold
11,349
– – ﹤0.01% 1407
2018
Q4 		$99K Hold
11,349
– – ﹤0.01% 1395
2018
Q3 		$161K Hold
11,349
– – ﹤0.01% 1500
2018
Q2 		$146K Sell
11,349
-11,715
-51% -$134K ﹤0.01% 1396
2018
Q1 		$246K Buy
23,064
+11,349
+97% +$121K ﹤0.01% 1122
2017
Q4 		$119K Sell
11,715
-656
-5% -$5.99K ﹤0.01% 1221
2017
Q3 		$100K Sell
12,371
-4,227
-25% -$31.8K ﹤0.01% 1192
2017
Q2 		$108K Sell
16,598
-10,595
-39% -$70.8K ﹤0.01% 1183
2017
Q1 		$172K Sell
27,193
-297
-1% -$1.98K ﹤0.01% 1262
2016
Q4 		$189K Buy
27,490
+11,349
+70% +$75.1K ﹤0.01% 1173
2016
Q3 		$107K Sell
16,141
-7,723
-32% -$46.4K ﹤0.01% 1181
2016
Q2 		$145K Buy
23,864
+12,515
+110% +$59.1K ﹤0.01% 1194
2016
Q1 		$52K Hold
11,349
– – ﹤0.01% 1190
2015
Q4 		$65K Hold
11,349
– – ﹤0.01% 1090
2015
Q3 		$67K Sell
11,349
-446
-4% -$2.53K ﹤0.01% 1012
2015
Q2 		$58K Buy
+11,795
New +$56.7K ﹤0.01% 1030
2014
Q3 		– Sell
-14,604
Closed -$55K – 1129
2014
Q2 		$55K Buy
14,604
+3,205
+28% +$12.1K ﹤0.01% 875
2014
Q1 		$49K Hold
11,399
– – ﹤0.01% 864
2013
Q4 		$38K Buy
+11,399
New +$38.3K ﹤0.01% 649

Other funds holding VG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return

JP Morgan Private Wealth Advisors's VG Position: Q2 2019 in Review

JP Morgan Private Wealth Advisors sold out of Vonage Holdings Corporation (VG) in Q2 2019, closing a stake of 11,349 shares — an estimated $114K sold.

JP Morgan Private Wealth Advisors first reported a position in VG in Q4 2013 and held it in 19 quarters. The position peaked at $246K in Q1 2018. 262 funds tracked by Wall St. Rank hold VG as of Q2 2019.

  • JP Morgan Private Wealth Advisors reported no remaining Vonage Holdings Corporation position as of Q2 2019 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 11,349 Vonage Holdings Corporation shares in Q2 2019, an estimated $114K.
  • JP Morgan Private Wealth Advisors first reported a position in Vonage Holdings Corporation in Q4 2013 and held it in 19 quarters.
  • JP Morgan Private Wealth Advisors's Vonage Holdings Corporation position peaked at $246K in Q1 2018.
  • 262 funds tracked by Wall St. Rank held Vonage Holdings Corporation as of Q2 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.