Schneider Downs Wealth Management Advisors, LP Jp Morgan Diversified Return I Transaction History

Schneider Downs Wealth Management Advisors, LP

$517 Million
Q4 2024

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 04, 2023	BUY	$49.3 - $53.28 $22,727 - $24,562	461 Added 3.15%	15,079 $788,000
Q4 2022 Feb 01, 2023	SELL	$42.35 - $50.7 $12,959 - $15,514	-306 Reduced 2.05%	14,618 $720,000
Q3 2022 Oct 26, 2022	BUY	$42.55 - $51.46 $29,189 - $35,301	686 Added 4.82%	14,924 $639,000
Q2 2022 Jul 13, 2022	BUY	$48.25 - $57.14 $48,925 - $57,939	1,014 Added 7.67%	14,238 $695,000
Q1 2022 May 02, 2022	SELL	$53.48 - $60.03 $40,056 - $44,962	-749 Reduced 5.36%	13,224 $747,000
Q4 2021 Jan 31, 2022	SELL	$58.11 - $61.62 $20,396 - $21,628	-351 Reduced 2.45%	13,973 $827,000
Q3 2021 Oct 14, 2021	SELL	$60.31 - $64.02 $8,081 - $8,578	-134 Reduced 0.93%	14,324 $864,000
Q2 2021 Jul 20, 2021	BUY	$61.55 - $64.56 $11,140 - $11,685	181 Added 1.27%	14,458 $903,000
Q1 2021 Apr 26, 2021	SELL	$58.26 - $61.7 $58 - $61	-1 Reduced 0.01%	14,277 $871,000
Q4 2020 Jan 21, 2021	SELL	$49.86 - $58.47 $21,340 - $25,025	-428 Reduced 2.91%	14,278 $831,000
Q3 2020 Oct 14, 2020	SELL	$49.59 - $53.56 $39,820 - $43,008	-803 Reduced 5.18%	14,706 $759,000
Q2 2020 Jul 15, 2020	SELL	$41.38 - $52.51 $4.31 Million - $5.47 Million	-104,173 Reduced 87.04%	15,509 $766,000
Q1 2020 Apr 21, 2020	SELL	$37.71 - $57.78 $778,937 - $1.19 Million	-20,656 Reduced 14.72%	119,682 $5.18 Million
Q4 2019 Jan 23, 2020	BUY	$51.93 - $57.61 $876,941 - $972,860	16,887 Added 13.68%	140,338 $8.01 Million
Q3 2019 Nov 05, 2019	SELL	$52.99 - $54.15 $155,313 - $158,713	-2,931 Reduced 2.32%	123,451 $6.56 Million
Q2 2019 Jul 16, 2019	BUY	N/A	7,207 Added 6.05%	126,382 $6.88 Million
Q1 2019 May 01, 2019	BUY	N/A	19,591 Added 19.67%	119,175 $6.59 Million
Q4 2018 Jan 31, 2019	BUY	N/A	68,190 Added 217.21%	99,584 $5.07 Million
Q3 2018 Oct 18, 2018	BUY	N/A	4,982 Added 18.86%	31,394 $1.83 Million
Q2 2018 Jul 24, 2018	BUY	N/A	15,141 Added 134.34%	26,412 $1.52 Million
Q1 2018 Apr 17, 2018	BUY	N/A	5,614 Added 99.24%	11,271 $670,000
Q4 2017 Jan 22, 2018	BUY	N/A	5,657	5,657 $340,000

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# of Institutions

108

Shares Held

4.21M

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