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Portside Wealth Group’s Janus International JBI Stock Holding History

Portside Wealth Group’s Portfolio JBI Stock Details JBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11,187
Closed -$119K – 383
2023
Q3 		$119K Sell
11,187
-1,391
-11% -$15.3K 0.02% 336
2023
Q2 		$134K Buy
+12,578
New +$118K 0.02% 336

Other funds holding JBI

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Portside Wealth Group's JBI Position: Q4 2023 in Review

Portside Wealth Group sold out of Janus International (JBI) in Q4 2023, closing a stake of 11,187 shares — an estimated $119K sold.

Portside Wealth Group first reported a position in JBI in Q2 2023 and held it in 2 quarters. The position peaked at $134K in Q2 2023. 206 funds tracked by Wall St. Rank hold JBI as of Q4 2023.

  • Portside Wealth Group reported no remaining Janus International position as of Q4 2023 after selling out during the quarter.
  • Portside Wealth Group sold 11,187 Janus International shares in Q4 2023, an estimated $119K.
  • Portside Wealth Group first reported a position in Janus International in Q2 2023 and held it in 2 quarters.
  • Portside Wealth Group's Janus International position peaked at $134K in Q2 2023.
  • 206 funds tracked by Wall St. Rank held Janus International as of Q4 2023.

Based on Portside Wealth Group's 13F filing for Q4 2023, filed 16 Jan 2024.