JMPWA
WE

JP Morgan Private Wealth Advisors’s WeWork Inc. WE Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio WE Stock Details WE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-925
Closed -$28.8K – 1962
2023
Q1 		$28.8K Hold
925
– – ﹤0.01% 1917
2022
Q4 		$52.9K Sell
925
-67
-7% -$6.28K ﹤0.01% 1905
2022
Q3 		$105K Sell
992
-106
-10% -$19.1K ﹤0.01% 1878
2022
Q2 		$220K Sell
1,098
-125
-10% -$32.2K ﹤0.01% 1787
2022
Q1 		$334K Buy
+1,223
New +$350K ﹤0.01% 1707

Other funds holding WE

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SA
Sycale Advisors New York $326M AUM 6.53% 1-Year Est. Return
BCM
Brigade Capital Management New York $806M AUM 20.71% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

JP Morgan Private Wealth Advisors's WE Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of WeWork Inc. (WE) in Q2 2023, closing a stake of 925 shares — an estimated $28.8K sold.

JP Morgan Private Wealth Advisors first reported a position in WE in Q1 2022 and held it in 5 quarters. The position peaked at $334K in Q1 2022. 131 funds tracked by Wall St. Rank hold WE as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining WeWork Inc. position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 925 WeWork Inc. shares in Q2 2023, an estimated $28.8K.
  • JP Morgan Private Wealth Advisors first reported a position in WeWork Inc. in Q1 2022 and held it in 5 quarters.
  • JP Morgan Private Wealth Advisors's WeWork Inc. position peaked at $334K in Q1 2022.
  • 131 funds tracked by Wall St. Rank held WeWork Inc. as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.