Private Wealth Management Group »

Jeld-wen Hldg shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Jeld-wen Hldg (JELD) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Jeld-wen Hldg

Tip: Access up to 7 years of quarterly data

All positions including Jeld-wen Hldg held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Jeld-wen Hldg by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.5k 257 21.23
2023-12-31 $4.9k 257 18.88

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Private Wealth Management Group

Top funds holding Jeld-wen Hldg

Vanguard Group
Pzena Investment Management
Dimensional Fund Advisors
Charles Schwab Investment Management
Bank of America Corporation
Bank of New York Mellon
Arrowstreet Capital, Limited Partnership
Brandywine Global Investment Management
D. E. Shaw & Co
Norges Bank Investment Management
Federated Investors
Soapstone Management
Hotchkis and Wiley Capital Management
PanAgora Asset Management
PRIMECAP Management Company

View all funds holding Jeld-wen Hldg