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JWM
Janiczek Wealth Management’s
Hyatt Hotels
H
Stock Holding History
Janiczek Wealth Management’s Portfolio
H Stock Details
H Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
$42.4K
Hold
279
–
–
0.01%
430
2024
Q1
$44.5K
Hold
279
–
–
0.01%
424
2023
Q4
$36.4K
Hold
279
–
–
0.01%
445
2023
Q3
$29.6K
Buy
279
+239
+598%
+$27.2K
0.01%
459
2023
Q2
$4.58K
Hold
40
–
–
﹤0.01%
665
2023
Q1
$4.48K
Hold
40
–
–
﹤0.01%
675
2022
Q4
$4.14K
Hold
40
–
–
﹤0.01%
680
2022
Q3
$3K
Hold
40
–
–
﹤0.01%
717
2022
Q2
$3K
Hold
40
–
–
﹤0.01%
732
2022
Q1
$4K
Hold
40
–
–
﹤0.01%
693
2021
Q4
$4K
Hold
40
–
–
﹤0.01%
739
2021
Q3
$3K
Buy
+40
New
+$3.02K
﹤0.01%
764
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1-Year Est. Return
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$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
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$6.9T AUM
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1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Bank of Nova Scotia
Toronto, Ontario, Canada
$57.2B AUM
35.3%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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