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Janiczek Wealth Management’s POSCO PKX Stock Holding History

Janiczek Wealth Management’s Portfolio PKX Stock Details PKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$140K Sell
2,132
-96
-4% -$6.81K 0.03% 235
2024
Q1 		$175K Hold
2,228
– – 0.04% 199
2023
Q4 		$212K Sell
2,228
-12
-0.5% -$1.08K 0.05% 154
2023
Q3 		$230K Hold
2,240
– – 0.06% 128
2023
Q2 		$166K Sell
2,240
-32
-1% -$2.33K 0.05% 153
2023
Q1 		$177K Sell
2,272
-52
-2% -$3.21K 0.05% 127
2022
Q4 		$139K Buy
2,324
+1,024
+79% +$50.8K 0.04% 175
2022
Q3 		$51K Sell
1,300
-744
-36% -$33.2K 0.02% 302
2022
Q2 		$96K Buy
2,044
+148
+8% +$8.15K 0.03% 212
2022
Q1 		$112K Sell
1,896
-188
-9% -$11.1K 0.03% 191
2021
Q4 		$121K Sell
2,084
-252
-11% -$15.7K 0.04% 167
2021
Q3 		$161K Buy
2,336
+92
+4% +$6.78K 0.06% 118
2021
Q2 		$172K Buy
2,244
+136
+6% +$10.8K 0.06% 101
2021
Q1 		$152K Buy
2,108
+492
+30% +$31.4K 0.06% 89
2020
Q4 		$101K Buy
1,616
+1,272
+370% +$67.5K 0.05% 109
2020
Q3 		$14K Buy
+344
New +$13.9K 0.01% 195

Other funds holding PKX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Janiczek Wealth Management reduced its POSCO (PKX) stake by 4.3% in Q2 2024, selling an estimated $6.81K and leaving 2,132 shares worth $140K. The position accounts for 0.03% of the portfolio, ranked #235.

Janiczek Wealth Management first reported a position in PKX in Q3 2020 and has held it in 16 quarters since. The position peaked at $230K in Q3 2023. 150 funds tracked by Wall St. Rank hold PKX as of Q2 2024.

  • Janiczek Wealth Management held 2,132 shares of POSCO worth $140K as of Q2 2024.
  • Janiczek Wealth Management sold 96 POSCO shares in Q2 2024, an estimated $6.81K.
  • POSCO made up 0.03% of Janiczek Wealth Management's portfolio in Q2 2024, its #235 holding.
  • Janiczek Wealth Management first reported a position in POSCO in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's POSCO position peaked at $230K in Q3 2023.
  • 150 funds tracked by Wall St. Rank held POSCO as of Q2 2024.

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