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Janiczek Wealth Management’s Root ROOT Stock Holding History

Janiczek Wealth Management’s Portfolio ROOT Stock Details ROOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-16
Closed – – 1072
2022
Q3 		$0 Sell
16
-1
-6% -$16 ﹤0.01% 1040
2022
Q2 		$0 Hold
17
– – ﹤0.01% 1057
2022
Q1 		$1K Hold
17
– – ﹤0.01% 893
2021
Q4 		$1K Hold
17
– – ﹤0.01% 952
2021
Q3 		$2K Hold
17
– – ﹤0.01% 824
2021
Q2 		$3K Hold
17
– – ﹤0.01% 726
2021
Q1 		$4K Hold
17
– – ﹤0.01% 681
2020
Q4 		$5K Buy
+17
New +$5.61K ﹤0.01% 598

Other funds holding ROOT

RCGI
Ribbit Capital GP IV Palo Alto, California $15.6M AUM 103.62% 1-Year Est. Return
SFG
SVB Financial Group Dallas, Texas $434K AUM 277.67% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SI
Schusterman Interests Tulsa, Oklahoma $383M AUM 31.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janiczek Wealth Management's ROOT Position: Q4 2022 in Review

Janiczek Wealth Management sold out of Root (ROOT) in Q4 2022, closing a stake of 16 shares.

Janiczek Wealth Management first reported a position in ROOT in Q4 2020 and held it in 8 quarters. The position peaked at $5K in Q4 2020. 89 funds tracked by Wall St. Rank hold ROOT as of Q4 2022.

  • Janiczek Wealth Management reported no remaining Root position as of Q4 2022 after selling out during the quarter.
  • Janiczek Wealth Management sold 16 Root shares in Q4 2022.
  • Janiczek Wealth Management first reported a position in Root in Q4 2020 and held it in 8 quarters.
  • Janiczek Wealth Management's Root position peaked at $5K in Q4 2020.
  • 89 funds tracked by Wall St. Rank held Root as of Q4 2022.

Based on Janiczek Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.