Laurel Wealth Planning’s James Hardie Industries JHX Stock Holding History

Laurel Wealth Planning’s Portfolio JHX Stock Details JHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-158	Closed	-$2.83K	–	127
2022 Q4	$2.83K	Hold	158	–	–	﹤0.01%	193
2022 Q3	$3K	Hold	158	–	–	﹤0.01%	195
2022 Q2	$3K	Hold	158	–	–	﹤0.01%	203
2022 Q1	$5K	Hold	158	–	–	﹤0.01%	222
2021 Q4	$6K	Hold	158	–	–	﹤0.01%	163
2021 Q3	$6K	Buy	+158	New	+$5.79K	﹤0.01%	166

Other funds holding JHX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LNWWM

Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM

Laurel Wealth Planning's JHX Position: Q1 2023 in Review

Laurel Wealth Planning sold out of James Hardie Industries (JHX) in Q1 2023, closing a stake of 158 shares — an estimated $2.83K sold.

Laurel Wealth Planning first reported a position in JHX in Q3 2021 and held it in 6 quarters. The position peaked at $6K in Q4 2021. 76 funds tracked by Wall St. Rank hold JHX as of Q1 2023.

Laurel Wealth Planning reported no remaining James Hardie Industries position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 158 James Hardie Industries shares in Q1 2023, an estimated $2.83K.
Laurel Wealth Planning first reported a position in James Hardie Industries in Q3 2021 and held it in 6 quarters.
Laurel Wealth Planning's James Hardie Industries position peaked at $6K in Q4 2021.
76 funds tracked by Wall St. Rank held James Hardie Industries as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.