JWM
PTR

Janiczek Wealth Management’s PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) PTR Stock Holding History

Janiczek Wealth Management’s Portfolio PTR Stock Details PTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-233
Closed -$11K – 1083
2022
Q2 		$11K Sell
233
-379
-62% -$19.1K ﹤0.01% 567
2022
Q1 		$31K Hold
612
– – 0.01% 386
2021
Q4 		$27K Hold
612
– – 0.01% 438
2021
Q3 		$29K Hold
612
– – 0.01% 391
2021
Q2 		$30K Hold
612
– – 0.01% 354
2021
Q1 		$22K Sell
612
-302
-33% -$10.4K 0.01% 393
2020
Q4 		$28K Buy
+914
New +$28K 0.01% 300

Other funds holding PTR

ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Janiczek Wealth Management's PTR Position: Q3 2022 in Review

Janiczek Wealth Management sold out of PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) (PTR) in Q3 2022, closing a stake of 233 shares — an estimated $11K sold.

Janiczek Wealth Management first reported a position in PTR in Q4 2020 and held it in 7 quarters. The position peaked at $31K in Q1 2022. 12 funds tracked by Wall St. Rank hold PTR as of Q3 2022.

  • Janiczek Wealth Management reported no remaining PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) position as of Q3 2022 after selling out during the quarter.
  • Janiczek Wealth Management sold 233 PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) shares in Q3 2022, an estimated $11K.
  • Janiczek Wealth Management first reported a position in PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) in Q4 2020 and held it in 7 quarters.
  • Janiczek Wealth Management's PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) position peaked at $31K in Q1 2022.
  • 12 funds tracked by Wall St. Rank held PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) as of Q3 2022.

Based on Janiczek Wealth Management's 13F filing for Q3 2022, filed 17 Oct 2022.