Janiczek Wealth Management’s HCI Group HCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$4.61K	Hold	50	–	–	﹤0.01%	748
2024 Q1	$5.8K	Hold	50	–	–	﹤0.01%	749
2023 Q4	$4.37K	Hold	50	–	–	﹤0.01%	767
2023 Q3	$2.71K	Hold	50	–	–	﹤0.01%	796
2023 Q2	$3.09K	Hold	50	–	–	﹤0.01%	719
2023 Q1	$2.48K	Hold	50	–	–	﹤0.01%	745
2022 Q4	$2.13K	Hold	50	–	–	﹤0.01%	763
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	760
2022 Q2	$3K	Hold	50	–	–	﹤0.01%	733
2022 Q1	$3K	Hold	50	–	–	﹤0.01%	731
2021 Q4	$4K	Hold	50	–	–	﹤0.01%	740
2021 Q3	$6K	Hold	50	–	–	﹤0.01%	658
2021 Q2	$5K	Buy	+50	New	+$4.05K	﹤0.01%	664

Other funds holding HCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

KCM

Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

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

PFMOSF

Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

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

Janiczek Wealth Management held its HCI Group (HCI) position steady in Q2 2024 at 50 shares worth $4.61K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Janiczek Wealth Management first reported a position in HCI in Q2 2021 and has held it in 13 quarters since. The position peaked at $6K in Q3 2021. 199 funds tracked by Wall St. Rank hold HCI as of Q2 2024.

Janiczek Wealth Management held 50 shares of HCI Group worth $4.61K as of Q2 2024.
Janiczek Wealth Management left its HCI Group share count unchanged in Q2 2024.
HCI Group made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #748 holding.
Janiczek Wealth Management first reported a position in HCI Group in Q2 2021 and has held it in 13 quarters since.
Janiczek Wealth Management's HCI Group position peaked at $6K in Q3 2021.
199 funds tracked by Wall St. Rank held HCI Group as of Q2 2024.

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