Bogart Wealth LLC’s Janus International JBI Stock Holding History

Bogart Wealth LLC’s Portfolio JBI Stock Details JBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-48	Closed	-$353	–	1472
2024 Q4	$353	Buy	+48	New	+$396	﹤0.01%	1292

Other funds holding JBI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

NVCHI

New Vernon Capital Holdings II Morristown, New Jersey $136M AUM 29.35% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bogart Wealth LLC's JBI Position: Q1 2025 in Review

Bogart Wealth LLC sold out of Janus International (JBI) in Q1 2025, closing a stake of 48 shares — an estimated $353 sold.

Bogart Wealth LLC first reported a position in JBI in Q4 2024 and held it in 1 quarter. The position peaked at $353 in Q4 2024. 207 funds tracked by Wall St. Rank hold JBI as of Q1 2025.

Bogart Wealth LLC reported no remaining Janus International position as of Q1 2025 after selling out during the quarter.
Bogart Wealth LLC sold 48 Janus International shares in Q1 2025, an estimated $353.
Bogart Wealth LLC first reported a position in Janus International in Q4 2024 and held it in 1 quarter.
Bogart Wealth LLC's Janus International position peaked at $353 in Q4 2024.
207 funds tracked by Wall St. Rank held Janus International as of Q1 2025.

Based on Bogart Wealth LLC's 13F filing for Q1 2025, filed 2 May 2025.