GWMIA
JOAN

Global Wealth Management Investment Advisory’s JOANN, Inc. Common Stock JOAN Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio JOAN Stock Details JOAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-20
Closed -$14 – 506
2023
Q3 		$14 Buy
+20
New +$21 ﹤0.01% 474

Other funds holding JOAN

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $646M AUM 39.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Global Wealth Management Investment Advisory's JOAN Position: Q4 2023 in Review

Global Wealth Management Investment Advisory sold out of JOANN, Inc. Common Stock (JOAN) in Q4 2023, closing a stake of 20 shares — an estimated $14 sold.

Global Wealth Management Investment Advisory first reported a position in JOAN in Q3 2023 and held it in 1 quarter. The position peaked at $14 in Q3 2023. 25 funds tracked by Wall St. Rank hold JOAN as of Q4 2023.

  • Global Wealth Management Investment Advisory reported no remaining JOANN, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 20 JOANN, Inc. Common Stock shares in Q4 2023, an estimated $14.
  • Global Wealth Management Investment Advisory first reported a position in JOANN, Inc. Common Stock in Q3 2023 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's JOANN, Inc. Common Stock position peaked at $14 in Q3 2023.
  • 25 funds tracked by Wall St. Rank held JOANN, Inc. Common Stock as of Q4 2023.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.