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Concord Wealth Partners’s Janus International JBI Stock Holding History

Concord Wealth Partners’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
-68
Closed -$500 – 888
2024
Q4 		$500 Hold
68
– – ﹤0.01% 859
2024
Q3 		$687 Buy
+68
New +$791 ﹤0.01% 876

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CB
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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
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Concord Wealth Partners's JBI Position: Q1 2025 in Review

Concord Wealth Partners sold out of Janus International (JBI) in Q1 2025, closing a stake of 68 shares — an estimated $500 sold.

Concord Wealth Partners first reported a position in JBI in Q3 2024 and held it in 2 quarters. The position peaked at $687 in Q3 2024. 207 funds tracked by Wall St. Rank hold JBI as of Q1 2025.

  • Concord Wealth Partners reported no remaining Janus International position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 68 Janus International shares in Q1 2025, an estimated $500.
  • Concord Wealth Partners first reported a position in Janus International in Q3 2024 and held it in 2 quarters.
  • Concord Wealth Partners's Janus International position peaked at $687 in Q3 2024.
  • 207 funds tracked by Wall St. Rank held Janus International as of Q1 2025.

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