FMWA
JHG

Forvis Mazars Wealth Advisors’s Janus Henderson JHG Stock Holding History

Forvis Mazars Wealth Advisors’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
2024
Q4 		– Sell
-5,614
Closed -$214K – 426
2024
Q3 		$214K Buy
+5,614
New +$203K ﹤0.01% 418

Other funds holding JHG

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Forvis Mazars Wealth Advisors's JHG Position: Q4 2024 in Review

Forvis Mazars Wealth Advisors sold out of Janus Henderson (JHG) in Q4 2024, closing a stake of 5,614 shares — an estimated $214K sold.

Forvis Mazars Wealth Advisors first reported a position in JHG in Q3 2024 and held it in 1 quarter. The position peaked at $214K in Q3 2024. 401 funds tracked by Wall St. Rank hold JHG as of Q4 2024.

  • Forvis Mazars Wealth Advisors reported no remaining Janus Henderson position as of Q4 2024 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 5,614 Janus Henderson shares in Q4 2024, an estimated $214K.
  • Forvis Mazars Wealth Advisors first reported a position in Janus Henderson in Q3 2024 and held it in 1 quarter.
  • Forvis Mazars Wealth Advisors's Janus Henderson position peaked at $214K in Q3 2024.
  • 401 funds tracked by Wall St. Rank held Janus Henderson as of Q4 2024.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.