JWM
UI icon

Janiczek Wealth Management’s Ubiquiti UI Stock Holding History

Janiczek Wealth Management’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-42
Closed -$4.87K – 1128
2024
Q1 		$4.87K Hold
42
– – ﹤0.01% 767
2023
Q4 		$5.86K Buy
+42
New +$5.12K ﹤0.01% 735
2022
Q1 		– Sell
-11
Closed -$3K – 1074
2021
Q4 		$3K Hold
11
– – ﹤0.01% 797
2021
Q3 		$3K Hold
11
– – ﹤0.01% 778
2021
Q2 		$3K Sell
11
-27
-71% -$7.91K ﹤0.01% 732
2021
Q1 		$11K Buy
38
+34
+850% +$10.7K ﹤0.01% 519
2020
Q4 		$1K Buy
+4
New +$920 ﹤0.01% 771

Other funds holding UI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

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

Janiczek Wealth Management sold out of Ubiquiti (UI) in Q2 2024, closing a stake of 42 shares — an estimated $4.87K sold.

Janiczek Wealth Management first reported a position in UI in Q4 2020 and held it in 7 quarters. The position peaked at $11K in Q1 2021. 162 funds tracked by Wall St. Rank hold UI as of Q2 2024.

  • Janiczek Wealth Management reported no remaining Ubiquiti position as of Q2 2024 after selling out during the quarter.
  • Janiczek Wealth Management sold 42 Ubiquiti shares in Q2 2024, an estimated $4.87K.
  • Janiczek Wealth Management first reported a position in Ubiquiti in Q4 2020 and held it in 7 quarters.
  • Janiczek Wealth Management's Ubiquiti position peaked at $11K in Q1 2021.
  • 162 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2024.

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