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Independent Solutions Wealth Management’s James Hardie Industries JHX Stock Holding History

Independent Solutions Wealth Management’s Portfolio JHX Stock Details JHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5,517
Closed -$224K – 225
2021
Q4 		$224K Buy
+5,517
New +$216K 0.05% 210

Other funds holding JHX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Independent Solutions Wealth Management's JHX Position: Q1 2022 in Review

Independent Solutions Wealth Management sold out of James Hardie Industries (JHX) in Q1 2022, closing a stake of 5,517 shares — an estimated $224K sold.

Independent Solutions Wealth Management first reported a position in JHX in Q4 2021 and held it in 1 quarter. The position peaked at $224K in Q4 2021. 100 funds tracked by Wall St. Rank hold JHX as of Q1 2022.

  • Independent Solutions Wealth Management reported no remaining James Hardie Industries position as of Q1 2022 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 5,517 James Hardie Industries shares in Q1 2022, an estimated $224K.
  • Independent Solutions Wealth Management first reported a position in James Hardie Industries in Q4 2021 and held it in 1 quarter.
  • Independent Solutions Wealth Management's James Hardie Industries position peaked at $224K in Q4 2021.
  • 100 funds tracked by Wall St. Rank held James Hardie Industries as of Q1 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2022, filed 19 Dec 2024.