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Confluence Wealth Services’s Janus International JBI Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-771
Closed -$9K – 708
2021
Q4 		$9K Buy
+771
New +$9.85K ﹤0.01% 948

Other funds holding JBI

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Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BCP
Bayberry Capital Partners New York $323M AUM 27.31% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Confluence Wealth Services's JBI Position: Q1 2022 in Review

Confluence Wealth Services sold out of Janus International (JBI) in Q1 2022, closing a stake of 771 shares — an estimated $9K sold.

Confluence Wealth Services first reported a position in JBI in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 114 funds tracked by Wall St. Rank hold JBI as of Q1 2022.

  • Confluence Wealth Services reported no remaining Janus International position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 771 Janus International shares in Q1 2022, an estimated $9K.
  • Confluence Wealth Services first reported a position in Janus International in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Janus International position peaked at $9K in Q4 2021.
  • 114 funds tracked by Wall St. Rank held Janus International as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.