JWM
RBC icon

Janiczek Wealth Management’s RBC Bearings RBC Stock Holding History

Janiczek Wealth Management’s Portfolio RBC Stock Details RBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-30
Closed -$4K – 708
2020
Q2 		$4K Buy
+30
New +$3.83K ﹤0.01% 210

Other funds holding RBC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Janiczek Wealth Management's RBC Position: Q3 2020 in Review

Janiczek Wealth Management sold out of RBC Bearings (RBC) in Q3 2020, closing a stake of 30 shares — an estimated $4K sold.

Janiczek Wealth Management first reported a position in RBC in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 246 funds tracked by Wall St. Rank hold RBC as of Q3 2020.

  • Janiczek Wealth Management reported no remaining RBC Bearings position as of Q3 2020 after selling out during the quarter.
  • Janiczek Wealth Management sold 30 RBC Bearings shares in Q3 2020, an estimated $4K.
  • Janiczek Wealth Management first reported a position in RBC Bearings in Q2 2020 and held it in 1 quarter.
  • Janiczek Wealth Management's RBC Bearings position peaked at $4K in Q2 2020.
  • 246 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2020.

Based on Janiczek Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.