WAM
JHX icon

Wealthspire Advisors (Maryland)’s James Hardie Industries JHX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-558
Closed -$7K – 1239
2019
Q1 		$7K Sell
558
-424
-43% -$5.1K ﹤0.01% 1679
2018
Q4 		$12K Buy
982
+538
+121% +$6.68K ﹤0.01% 1400
2018
Q3 		$7K Sell
444
-211
-32% -$3.37K ﹤0.01% 1663
2018
Q2 		$11K Buy
655
+88
+16% +$1.52K ﹤0.01% 1502
2018
Q1 		$10K Buy
567
+119
+27% +$2.11K ﹤0.01% 1573
2017
Q4 		$8K Sell
448
-16,580
-97% -$260K ﹤0.01% 1676
2017
Q3 		$239K Sell
17,028
-10
-0.1% -$146 0.03% 418
2017
Q2 		$269K Buy
17,038
+7,795
+84% +$122K 0.03% 364
2017
Q1 		$146K Sell
9,243
-467
-5% -$7.2K 0.02% 480
2016
Q4 		$154K Sell
9,710
-550
-5% -$8.46K 0.02% 444
2016
Q3 		$161K Sell
10,260
-720
-7% -$11.7K 0.03% 441
2016
Q2 		$168K Buy
10,980
+1,950
+22% +$28.5K 0.03% 411
2016
Q1 		$123K Buy
9,030
+2,120
+31% +$26K 0.02% 478
2015
Q4 		$88K Buy
+6,910
New +$85.4K 0.02% 557

Other funds holding JHX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM

Wealthspire Advisors (Maryland)'s JHX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of James Hardie Industries (JHX) in Q2 2019, closing a stake of 558 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in JHX in Q4 2015 and held it in 14 quarters. The position peaked at $269K in Q2 2017. 46 funds tracked by Wall St. Rank hold JHX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining James Hardie Industries position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 558 James Hardie Industries shares in Q2 2019, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in James Hardie Industries in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s James Hardie Industries position peaked at $269K in Q2 2017.
  • 46 funds tracked by Wall St. Rank held James Hardie Industries as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.