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Hanson & Doremus Investment Management’s Janus Henderson AAA CLO ETF JAAA Stock Holding History

Hanson & Doremus Investment Management’s Portfolio JAAA Stock Details JAAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-88
Closed -$4K – 499
2023
Q4 		$4K Buy
+88
New +$4.42K ﹤0.01% 435

Other funds holding JAAA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACG
Arch Capital Group Pembroke, Bermuda $290M AUM 0.53% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hanson & Doremus Investment Management's JAAA Position: Q1 2024 in Review

Hanson & Doremus Investment Management sold out of Janus Henderson AAA CLO ETF (JAAA) in Q1 2024, closing a stake of 88 shares — an estimated $4K sold.

Hanson & Doremus Investment Management first reported a position in JAAA in Q4 2023 and held it in 1 quarter. The position peaked at $4K in Q4 2023. 371 funds tracked by Wall St. Rank hold JAAA as of Q1 2024.

  • Hanson & Doremus Investment Management reported no remaining Janus Henderson AAA CLO ETF position as of Q1 2024 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 88 Janus Henderson AAA CLO ETF shares in Q1 2024, an estimated $4K.
  • Hanson & Doremus Investment Management first reported a position in Janus Henderson AAA CLO ETF in Q4 2023 and held it in 1 quarter.
  • Hanson & Doremus Investment Management's Janus Henderson AAA CLO ETF position peaked at $4K in Q4 2023.
  • 371 funds tracked by Wall St. Rank held Janus Henderson AAA CLO ETF as of Q1 2024.

Based on Hanson & Doremus Investment Management's 13F filing for Q1 2024, filed 22 Apr 2024.