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JP Morgan Private Wealth Advisors’s Viavi Solutions VIAV Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio VIAV Stock Details VIAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$120K Sell
13,094
-4,748
-27% -$49.5K ﹤0.01% 1678
2023
Q2 		$202K Sell
17,842
-2,540
-12% -$24.8K ﹤0.01% 1392
2023
Q1 		$221K Buy
20,382
+6,272
+44% +$68.3K ﹤0.01% 1794
2022
Q4 		$148K Sell
14,110
-5,992
-30% -$72.2K ﹤0.01% 1857
2022
Q3 		$262K Sell
20,102
-927
-4% -$13.2K ﹤0.01% 1713
2022
Q2 		$278K Sell
21,029
-805
-4% -$11.6K ﹤0.01% 1692
2022
Q1 		$351K Buy
21,834
+424
+2% +$6.99K ﹤0.01% 1684
2021
Q4 		$377K Sell
21,410
-888
-4% -$14.1K ﹤0.01% 1655
2021
Q3 		$351K Buy
22,298
+756
+4% +$12.4K ﹤0.01% 1642
2021
Q2 		$380K Buy
21,542
+1,892
+10% +$31.9K ﹤0.01% 1590
2021
Q1 		$309K Buy
19,650
+601
+3% +$9.71K ﹤0.01% 1516
2020
Q4 		$285K Buy
19,049
+3,415
+22% +$45.4K ﹤0.01% 1518
2020
Q3 		$183K Buy
15,634
+2,667
+21% +$34.6K ﹤0.01% 1529
2020
Q2 		$165K Buy
+12,967
New +$156K ﹤0.01% 1477

Other funds holding VIAV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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

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

JP Morgan Private Wealth Advisors reduced its Viavi Solutions (VIAV) stake by 27% in Q3 2023, selling an estimated $49.5K and leaving 13,094 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #1678.

JP Morgan Private Wealth Advisors first reported a position in VIAV in Q2 2020 and has held it in 14 quarters since. The position peaked at $380K in Q2 2021. 286 funds tracked by Wall St. Rank hold VIAV as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 13,094 shares of Viavi Solutions worth $120K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 4,748 Viavi Solutions shares in Q3 2023, an estimated $49.5K.
  • Viavi Solutions made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1678 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Viavi Solutions in Q2 2020 and has held it in 14 quarters since.
  • JP Morgan Private Wealth Advisors's Viavi Solutions position peaked at $380K in Q2 2021.
  • 286 funds tracked by Wall St. Rank held Viavi Solutions as of Q3 2023.

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