AWA
JBTM

Amplius Wealth Advisors’s JBT Marel JBTM Stock Holding History

Amplius Wealth Advisors’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
2022
Q1 		– Sell
-90
Closed -$13K – 954
2021
Q4 		$13K Buy
+90
New +$14.1K ﹤0.01% 559

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 Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Amplius Wealth Advisors's JBTM Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of JBT Marel (JBTM) in Q1 2022, closing a stake of 90 shares — an estimated $13K sold.

Amplius Wealth Advisors first reported a position in JBTM in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 282 funds tracked by Wall St. Rank hold JBTM as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining JBT Marel position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 90 JBT Marel shares in Q1 2022, an estimated $13K.
  • Amplius Wealth Advisors first reported a position in JBT Marel in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's JBT Marel position peaked at $13K in Q4 2021.
  • 282 funds tracked by Wall St. Rank held JBT Marel as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.