Janiczek Wealth Management’s BioRestorative Therapies BRTX Stock Holding History

Janiczek Wealth Management’s Portfolio BRTX Stock Details BRTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$3	Buy	+1	New	+$1	﹤0.01%	1090
2023 Q3	–	Sell	-1	Closed	-$5	–	1057
2023 Q2	$5	Hold	1	–	–	﹤0.01%	988
2023 Q1	$4	Hold	1	–	–	﹤0.01%	1002
2022 Q4	$3	Hold	1	–	–	﹤0.01%	1029
2022 Q3	$0	Hold	1	–	–	﹤0.01%	926
2022 Q2	$0	Hold	1	–	–	﹤0.01%	953
2022 Q1	$0	Hold	1	–	–	﹤0.01%	949
2021 Q4	$0	Buy	+1	New	+$6	﹤0.01%	1007

Other funds holding BRTX

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Alliance Mellville, New York $1.01B AUM 19.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UFA

US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janiczek Wealth Management's BRTX Position: Q2 2024 in Review

Janiczek Wealth Management opened a new position in BioRestorative Therapies (BRTX) in Q2 2024: 1 share worth $3. The stake represents ﹤0.01% of the portfolio and ranks #1090 among its holdings. This is a return to the name: Janiczek Wealth Management previously reported a position in BRTX as recently as Q2 2023.

Janiczek Wealth Management first reported a position in BRTX in Q4 2021 and has held it in 8 quarters since. The position peaked at $5 in Q2 2023. 12 funds tracked by Wall St. Rank hold BRTX as of Q2 2024.

Janiczek Wealth Management held 1 share of BioRestorative Therapies worth $3 as of Q2 2024.
BioRestorative Therapies was a new Janiczek Wealth Management position in Q2 2024.
BioRestorative Therapies made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #1090 holding.
Janiczek Wealth Management first reported a position in BioRestorative Therapies in Q4 2021 and has held it in 8 quarters since.
Janiczek Wealth Management's BioRestorative Therapies position peaked at $5 in Q2 2023.
12 funds tracked by Wall St. Rank held BioRestorative Therapies as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.