CWP
JHG

Concord Wealth Partners’s Janus Henderson JHG Stock Holding History

Concord Wealth Partners’s Portfolio JHG Stock Details JHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-34
Closed -$1K – 1305
2022
Q1 		$1K Hold
34
– – ﹤0.01% 1214
2021
Q4 		$1K Buy
+34
New +$1.5K ﹤0.01% 1232
2021
Q3 		– Sell
-34
Closed -$1K – 967
2021
Q2 		$1K Buy
+34
New +$1.24K ﹤0.01% 978

Other funds holding JHG

TFM
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SII
Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concord Wealth Partners's JHG Position: Q2 2022 in Review

Concord Wealth Partners sold out of Janus Henderson (JHG) in Q2 2022, closing a stake of 34 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in JHG in Q2 2021 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 274 funds tracked by Wall St. Rank hold JHG as of Q2 2022.

  • Concord Wealth Partners reported no remaining Janus Henderson position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 34 Janus Henderson shares in Q2 2022, an estimated $1K.
  • Concord Wealth Partners first reported a position in Janus Henderson in Q2 2021 and held it in 3 quarters.
  • Concord Wealth Partners's Janus Henderson position peaked at $1K in Q1 2022.
  • 274 funds tracked by Wall St. Rank held Janus Henderson as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.