JMPWA
WBT

JP Morgan Private Wealth Advisors’s Welbilt, Inc. WBT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio WBT Stock Details WBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-11,032
Closed -$57K – 1612
2020
Q1 		$57K Buy
+11,032
New +$133K ﹤0.01% 1386

Other funds holding WBT

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

JP Morgan Private Wealth Advisors's WBT Position: Q2 2020 in Review

JP Morgan Private Wealth Advisors sold out of Welbilt, Inc. (WBT) in Q2 2020, closing a stake of 11,032 shares — an estimated $57K sold.

JP Morgan Private Wealth Advisors first reported a position in WBT in Q1 2020 and held it in 1 quarter. The position peaked at $57K in Q1 2020. 187 funds tracked by Wall St. Rank hold WBT as of Q2 2020.

  • JP Morgan Private Wealth Advisors reported no remaining Welbilt, Inc. position as of Q2 2020 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 11,032 Welbilt, Inc. shares in Q2 2020, an estimated $57K.
  • JP Morgan Private Wealth Advisors first reported a position in Welbilt, Inc. in Q1 2020 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Welbilt, Inc. position peaked at $57K in Q1 2020.
  • 187 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q2 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.