BWA
JBTM

BDO Wealth Advisors’s JBT Marel JBTM Stock Holding History

BDO 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
Q3 		– Sell
-7
Closed -$1K – 1153
2022
Q2 		$1K Hold
7
– – ﹤0.01% 1024
2022
Q1 		$1K Hold
7
– – ﹤0.01% 1039
2021
Q4 		$1K Hold
7
– – ﹤0.01% 1071
2021
Q3 		$1K Hold
7
– – ﹤0.01% 1036
2021
Q2 		$1K Hold
7
– – ﹤0.01% 1087
2021
Q1 		$1K Hold
7
– – ﹤0.01% 1124
2020
Q4 		$1K Hold
7
– – ﹤0.01% 901
2020
Q3 		$1K Buy
+7
New +$671 ﹤0.01% 844

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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

BDO Wealth Advisors's JBTM Position: Q3 2022 in Review

BDO Wealth Advisors sold out of JBT Marel (JBTM) in Q3 2022, closing a stake of 7 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in JBTM in Q3 2020 and held it in 8 quarters. The position peaked at $1K in Q2 2022. 269 funds tracked by Wall St. Rank hold JBTM as of Q3 2022.

  • BDO Wealth Advisors reported no remaining JBT Marel position as of Q3 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 7 JBT Marel shares in Q3 2022, an estimated $1K.
  • BDO Wealth Advisors first reported a position in JBT Marel in Q3 2020 and held it in 8 quarters.
  • BDO Wealth Advisors's JBT Marel position peaked at $1K in Q2 2022.
  • 269 funds tracked by Wall St. Rank held JBT Marel as of Q3 2022.

Based on BDO Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.