JWM
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Janiczek Wealth Management’s Factset FDS Stock Holding History

Janiczek Wealth Management’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$21.2K Hold
52
– – ﹤0.01% 552
2024
Q1 		$23.6K Hold
52
– – 0.01% 538
2023
Q4 		$24.8K Hold
52
– – 0.01% 511
2023
Q3 		$22.7K Hold
52
– – 0.01% 506
2023
Q2 		$20.8K Sell
52
-15
-22% -$6.05K 0.01% 454
2023
Q1 		$27.7K Sell
67
-5
-7% -$2.08K 0.01% 396
2022
Q4 		$29.8K Sell
72
-26
-27% -$11.1K 0.01% 390
2022
Q3 		$40K Buy
98
+26
+36% +$11K 0.01% 337
2022
Q2 		$31K Sell
72
-5
-6% -$1.96K 0.01% 387
2022
Q1 		$33K Buy
77
+7
+10% +$2.95K 0.01% 373
2021
Q4 		$34K Buy
70
+16
+30% +$7.17K 0.01% 376
2021
Q3 		$21K Buy
54
+2
+4% +$727 0.01% 447
2021
Q2 		$17K Buy
52
+21
+68% +$6.88K 0.01% 461
2021
Q1 		$10K Buy
31
+28
+933% +$8.86K ﹤0.01% 527
2020
Q4 		$1K Sell
3
-5
-63% -$1.65K ﹤0.01% 729
2020
Q3 		$3K Buy
+8
New +$2.77K ﹤0.01% 436

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Janiczek Wealth Management held its Factset (FDS) position steady in Q2 2024 at 52 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Janiczek Wealth Management first reported a position in FDS in Q3 2020 and has held it in 16 quarters since. The position peaked at $40K in Q3 2022. 803 funds tracked by Wall St. Rank hold FDS as of Q2 2024.

  • Janiczek Wealth Management held 52 shares of Factset worth $21.2K as of Q2 2024.
  • Janiczek Wealth Management left its Factset share count unchanged in Q2 2024.
  • Factset made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #552 holding.
  • Janiczek Wealth Management first reported a position in Factset in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Factset position peaked at $40K in Q3 2022.
  • 803 funds tracked by Wall St. Rank held Factset as of Q2 2024.

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