AF
JBTM

Advisornet Financial’s JBT Marel JBTM Stock Holding History

Advisornet Financial’s Portfolio JBTM Stock Details JBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7
Closed -$696 – 2541
2023
Q4 		$696 Hold
7
– – ﹤0.01% 2005
2023
Q3 		$736 Hold
7
– – ﹤0.01% 1878
2023
Q2 		$849 Hold
7
– – ﹤0.01% 1923
2023
Q1 		$765 Buy
7
+1
+17% +$106 ﹤0.01% 1960
2022
Q4 		$548 Buy
+6
New +$549 ﹤0.01% 2010

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Advisornet Financial's JBTM Position: Q1 2024 in Review

Advisornet Financial sold out of JBT Marel (JBTM) in Q1 2024, closing a stake of 7 shares — an estimated $696 sold.

Advisornet Financial first reported a position in JBTM in Q4 2022 and held it in 5 quarters. The position peaked at $849 in Q2 2023. 288 funds tracked by Wall St. Rank hold JBTM as of Q1 2024.

  • Advisornet Financial reported no remaining JBT Marel position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 7 JBT Marel shares in Q1 2024, an estimated $696.
  • Advisornet Financial first reported a position in JBT Marel in Q4 2022 and held it in 5 quarters.
  • Advisornet Financial's JBT Marel position peaked at $849 in Q2 2023.
  • 288 funds tracked by Wall St. Rank held JBT Marel as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.