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Janiczek Wealth Management’s First Financial Bankshares FFIN Stock Holding History

Janiczek Wealth Management’s Portfolio FFIN Stock Details FFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-42
Closed -$1.23K – 999
2023
Q1 		$1.23K Buy
42
+37
+740% +$1.29K ﹤0.01% 822
2022
Q4 		$176 Buy
+5
New +$189 ﹤0.01% 992
2020
Q3 		– Sell
-69
Closed -$2K – 670
2020
Q2 		$2K Buy
+69
New +$1.94K ﹤0.01% 280

Other funds holding FFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janiczek Wealth Management's FFIN Position: Q2 2023 in Review

Janiczek Wealth Management sold out of First Financial Bankshares (FFIN) in Q2 2023, closing a stake of 42 shares — an estimated $1.23K sold.

Janiczek Wealth Management first reported a position in FFIN in Q2 2020 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 260 funds tracked by Wall St. Rank hold FFIN as of Q2 2023.

  • Janiczek Wealth Management reported no remaining First Financial Bankshares position as of Q2 2023 after selling out during the quarter.
  • Janiczek Wealth Management sold 42 First Financial Bankshares shares in Q2 2023, an estimated $1.23K.
  • Janiczek Wealth Management first reported a position in First Financial Bankshares in Q2 2020 and held it in 3 quarters.
  • Janiczek Wealth Management's First Financial Bankshares position peaked at $2K in Q2 2020.
  • 260 funds tracked by Wall St. Rank held First Financial Bankshares as of Q2 2023.

Based on Janiczek Wealth Management's 13F filing for Q2 2023, filed 11 Jul 2023.