Independent Wealth Network’s Janus International JBI Stock Holding History

Independent Wealth Network’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
2024 Q4	–	Sell	-37,594	Closed	-$380K	–	245
2024 Q3	$380K	Hold	37,594	–	–	0.17%	141
2024 Q2	$475K	Sell	37,594 -63,000	-63%	-$880K	0.22%	121
2024 Q1	$1.52M	Buy	+100,594	New	+$1.46M	0.71%	33

Other funds holding JBI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Independent Wealth Network's JBI Position: Q4 2024 in Review

Independent Wealth Network sold out of Janus International (JBI) in Q4 2024, closing a stake of 37,594 shares — an estimated $380K sold.

Independent Wealth Network first reported a position in JBI in Q1 2024 and held it in 3 quarters. The position peaked at $1.52M in Q1 2024. 186 funds tracked by Wall St. Rank hold JBI as of Q4 2024.

Independent Wealth Network reported no remaining Janus International position as of Q4 2024 after selling out during the quarter.
Independent Wealth Network sold 37,594 Janus International shares in Q4 2024, an estimated $380K.
Independent Wealth Network first reported a position in Janus International in Q1 2024 and held it in 3 quarters.
Independent Wealth Network's Janus International position peaked at $1.52M in Q1 2024.
186 funds tracked by Wall St. Rank held Janus International as of Q4 2024.

Based on Independent Wealth Network's 13F filing for Q4 2024, filed 17 Jan 2025.