Janiczek Wealth Management’s Penske Automotive Group PAG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$27.1K	Hold	182	–	–	0.01%	508
2024 Q1	$29.5K	Hold	182	–	–	0.01%	499
2023 Q4	$29.2K	Hold	182	–	–	0.01%	497
2023 Q3	$30.4K	Hold	182	–	–	0.01%	451
2023 Q2	$30.3K	Hold	182	–	–	0.01%	392
2023 Q1	$26K	Hold	182	–	–	0.01%	410
2022 Q4	$22.1K	Sell	182 -56	-24%	-$6.39K	0.01%	441
2022 Q3	$24K	Buy	238 +12	+5%	+$1.34K	0.01%	425
2022 Q2	$26K	Buy	226 +131	+138%	+$14K	0.01%	430
2022 Q1	$9K	Sell	95 -77	-45%	-$7.79K	﹤0.01%	591
2021 Q4	$18K	Buy	172 +58	+51%	+$6.07K	0.01%	494
2021 Q3	$11K	Sell	114 -18	-14%	-$1.58K	﹤0.01%	556
2021 Q2	$10K	Buy	132 +48	+57%	+$4.02K	﹤0.01%	553
2021 Q1	$7K	Buy	+84	New	+$5.88K	﹤0.01%	594

Other funds holding PAG

BlackRock New York $5.72T AUM 30.48% 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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

Janiczek Wealth Management held its Penske Automotive Group (PAG) position steady in Q2 2024 at 182 shares worth $27.1K. The position accounts for 0.01% of the portfolio, ranked #508.

Janiczek Wealth Management first reported a position in PAG in Q1 2021 and has held it in 14 quarters since. The position peaked at $30.4K in Q3 2023. 351 funds tracked by Wall St. Rank hold PAG as of Q2 2024.

Janiczek Wealth Management held 182 shares of Penske Automotive Group worth $27.1K as of Q2 2024.
Janiczek Wealth Management left its Penske Automotive Group share count unchanged in Q2 2024.
Penske Automotive Group made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #508 holding.
Janiczek Wealth Management first reported a position in Penske Automotive Group in Q1 2021 and has held it in 14 quarters since.
Janiczek Wealth Management's Penske Automotive Group position peaked at $30.4K in Q3 2023.
351 funds tracked by Wall St. Rank held Penske Automotive Group as of Q2 2024.

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