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Janiczek Wealth Management’s Carpenter Technology CRS Stock Holding History

Janiczek Wealth Management’s Portfolio CRS Stock Details CRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1
Closed -$71 – 1109
2023
Q4 		$71 Buy
+1
New +$67 ﹤0.01% 1106

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Invesco
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AI
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FCM
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janiczek Wealth Management's CRS Position: Q1 2024 in Review

Janiczek Wealth Management sold out of Carpenter Technology (CRS) in Q1 2024, closing a stake of 1 share — an estimated $71 sold.

Janiczek Wealth Management first reported a position in CRS in Q4 2023 and held it in 1 quarter. The position peaked at $71 in Q4 2023. 297 funds tracked by Wall St. Rank hold CRS as of Q1 2024.

  • Janiczek Wealth Management reported no remaining Carpenter Technology position as of Q1 2024 after selling out during the quarter.
  • Janiczek Wealth Management sold 1 Carpenter Technology share in Q1 2024, an estimated $71.
  • Janiczek Wealth Management first reported a position in Carpenter Technology in Q4 2023 and held it in 1 quarter.
  • Janiczek Wealth Management's Carpenter Technology position peaked at $71 in Q4 2023.
  • 297 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2024.

Based on Janiczek Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.