JP Morgan Private Wealth Advisors’s Willdan Group WLDN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio WLDN Stock Details WLDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-4,903	Closed	-$201K	–	1946
2021 Q1	$201K	Sell	4,903 -434	-8%	-$20K	﹤0.01%	1694
2020 Q4	$223K	Sell	5,337 -2,832	-35%	-$98.3K	﹤0.01%	1605
2020 Q3	$208K	Sell	8,169 -501	-6%	-$13.5K	﹤0.01%	1511
2020 Q2	$217K	Buy	+8,670	New	+$199K	﹤0.01%	1433
2020 Q1	–	Sell	-8,472	Closed	-$269K	–	1549
2019 Q4	$269K	Sell	8,472 -738	-8%	-$23.4K	﹤0.01%	1285
2019 Q3	$323K	Buy	9,210 +1,988	+28%	+$70.9K	﹤0.01%	1161
2019 Q2	$269K	Buy	+7,222	New	+$261K	﹤0.01%	1189

Other funds holding WLDN

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

SCA

Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

JP Morgan Private Wealth Advisors's WLDN Position: Q2 2021 in Review

JP Morgan Private Wealth Advisors sold out of Willdan Group (WLDN) in Q2 2021, closing a stake of 4,903 shares — an estimated $201K sold.

JP Morgan Private Wealth Advisors first reported a position in WLDN in Q2 2019 and held it in 7 quarters. The position peaked at $323K in Q3 2019. 98 funds tracked by Wall St. Rank hold WLDN as of Q2 2021.

JP Morgan Private Wealth Advisors reported no remaining Willdan Group position as of Q2 2021 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 4,903 Willdan Group shares in Q2 2021, an estimated $201K.
JP Morgan Private Wealth Advisors first reported a position in Willdan Group in Q2 2019 and held it in 7 quarters.
JP Morgan Private Wealth Advisors's Willdan Group position peaked at $323K in Q3 2019.
98 funds tracked by Wall St. Rank held Willdan Group as of Q2 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.