JWM
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Janiczek Wealth Management’s Morningstar MORN Stock Holding History

Janiczek Wealth Management’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$14.2K Hold
48
– – ﹤0.01% 612
2024
Q1 		$14.8K Hold
48
– – ﹤0.01% 618
2023
Q4 		$13.7K Hold
48
– – ﹤0.01% 614
2023
Q3 		$11.2K Sell
48
-8
-14% -$1.81K ﹤0.01% 619
2023
Q2 		$11K Sell
56
-21
-27% -$4.16K ﹤0.01% 555
2023
Q1 		$16.1K Sell
77
-87
-53% -$19.1K ﹤0.01% 487
2022
Q4 		$39.2K Buy
164
+19
+13% +$4.33K 0.01% 350
2022
Q3 		$31K Sell
145
-55
-28% -$13.1K 0.01% 378
2022
Q2 		$51K Sell
200
-98
-33% -$24.7K 0.02% 304
2022
Q1 		$81K Buy
298
+32
+12% +$9.04K 0.02% 237
2021
Q4 		$91K Buy
266
+13
+5% +$4.02K 0.03% 203
2021
Q3 		$66K Buy
253
+15
+6% +$3.94K 0.02% 239
2021
Q2 		$61K Buy
238
+13
+6% +$3.15K 0.02% 218
2021
Q1 		$51K Buy
225
+37
+20% +$8.67K 0.02% 224
2020
Q4 		$44K Buy
188
+128
+213% +$25.4K 0.02% 222
2020
Q3 		$10K Buy
+60
New +$9.48K 0.01% 241

Other funds holding MORN

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Janiczek Wealth Management held its Morningstar (MORN) position steady in Q2 2024 at 48 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Janiczek Wealth Management first reported a position in MORN in Q3 2020 and has held it in 16 quarters since. The position peaked at $91K in Q4 2021. 392 funds tracked by Wall St. Rank hold MORN as of Q2 2024.

  • Janiczek Wealth Management held 48 shares of Morningstar worth $14.2K as of Q2 2024.
  • Janiczek Wealth Management left its Morningstar share count unchanged in Q2 2024.
  • Morningstar made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #612 holding.
  • Janiczek Wealth Management first reported a position in Morningstar in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Morningstar position peaked at $91K in Q4 2021.
  • 392 funds tracked by Wall St. Rank held Morningstar as of Q2 2024.

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