Janiczek Wealth Management’s Loews L Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-23	Closed	-$1.46K	–	1154
2023 Q3	$1.46K	Hold	23	–	–	﹤0.01%	871
2023 Q2	$1.37K	Hold	23	–	–	﹤0.01%	808
2023 Q1	$1.29K	Sell	23 -13	-36%	-$770	﹤0.01%	816
2022 Q4	$2.16K	Hold	36	–	–	﹤0.01%	761
2022 Q3	$2K	Hold	36	–	–	﹤0.01%	765
2022 Q2	$2K	Hold	36	–	–	﹤0.01%	783
2022 Q1	$2K	Hold	36	–	–	﹤0.01%	777
2021 Q4	$2K	Hold	36	–	–	﹤0.01%	836
2021 Q3	$2K	Hold	36	–	–	﹤0.01%	815
2021 Q2	$2K	Hold	36	–	–	﹤0.01%	771
2021 Q1	$2K	Hold	36	–	–	﹤0.01%	740
2020 Q4	$2K	Buy	36 +13	+57%	+$522	﹤0.01%	678
2020 Q3	$1K	Buy	+23	New	+$825	﹤0.01%	586

Other funds holding L

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return