SWM
JWN

Sugarloaf Wealth Management’s Nordstrom JWN Stock Holding History

Sugarloaf Wealth Management’s Portfolio JWN Stock Details JWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-60
Closed -$1K – 697
2020
Q2 		$1K Hold
60
– – ﹤0.01% 641
2020
Q1 		$1K Hold
60
– – ﹤0.01% 654
2019
Q4 		$2K Buy
+60
New +$2.22K ﹤0.01% 634

Other funds holding JWN

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Vanguard Group
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WM
Wishbone Management Chicago, Illinois $136M AUM 37.65% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sugarloaf Wealth Management's JWN Position: Q3 2020 in Review

Sugarloaf Wealth Management sold out of Nordstrom (JWN) in Q3 2020, closing a stake of 60 shares — an estimated $1K sold.

Sugarloaf Wealth Management first reported a position in JWN in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 357 funds tracked by Wall St. Rank hold JWN as of Q3 2020.

  • Sugarloaf Wealth Management reported no remaining Nordstrom position as of Q3 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 60 Nordstrom shares in Q3 2020, an estimated $1K.
  • Sugarloaf Wealth Management first reported a position in Nordstrom in Q4 2019 and held it in 3 quarters.
  • Sugarloaf Wealth Management's Nordstrom position peaked at $2K in Q4 2019.
  • 357 funds tracked by Wall St. Rank held Nordstrom as of Q3 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.