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TRUE Private Wealth Advisors’s JELD-WEN Holding JELD Stock Holding History

TRUE Private Wealth Advisors’s Portfolio JELD Stock Details JELD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,512
Closed -$24K – 718
2020
Q2 		$24K Buy
+1,512
New +$19.9K ﹤0.01% 399

Other funds holding JELD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ICM
IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TRUE Private Wealth Advisors's JELD Position: Q3 2020 in Review

TRUE Private Wealth Advisors sold out of JELD-WEN Holding (JELD) in Q3 2020, closing a stake of 1,512 shares — an estimated $24K sold.

TRUE Private Wealth Advisors first reported a position in JELD in Q2 2020 and held it in 1 quarter. The position peaked at $24K in Q2 2020. 161 funds tracked by Wall St. Rank hold JELD as of Q3 2020.

  • TRUE Private Wealth Advisors reported no remaining JELD-WEN Holding position as of Q3 2020 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 1,512 JELD-WEN Holding shares in Q3 2020, an estimated $24K.
  • TRUE Private Wealth Advisors first reported a position in JELD-WEN Holding in Q2 2020 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's JELD-WEN Holding position peaked at $24K in Q2 2020.
  • 161 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q3 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2020, filed 9 Oct 2020.