Carolinas Wealth Consulting’s JBT Marel JBTM Stock Holding History

Carolinas Wealth Consulting’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
2023 Q3	–	Sell	-74	Closed	-$8.98K	–	1135
2023 Q2	$8.98K	Hold	74	–	–	﹤0.01%	605
2023 Q1	$8.09K	Hold	74	–	–	﹤0.01%	634
2022 Q4	$6.77K	Hold	74	–	–	﹤0.01%	661
2022 Q3	$6K	Hold	74	–	–	﹤0.01%	649
2022 Q2	$8K	Hold	74	–	–	﹤0.01%	616
2022 Q1	$9K	Hold	74	–	–	﹤0.01%	628
2021 Q4	$11K	Hold	74	–	–	﹤0.01%	603
2021 Q3	$10K	Hold	74	–	–	﹤0.01%	587
2021 Q2	$11K	Hold	74	–	–	﹤0.01%	603
2021 Q1	$10K	Hold	74	–	–	﹤0.01%	621
2020 Q4	$8K	Sell	74 -19	-20%	-$1.96K	﹤0.01%	605
2020 Q3	$9K	Buy	+93	New	+$8.91K	﹤0.01%	504

Other funds holding JBTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Carolinas Wealth Consulting's JBTM Position: Q3 2023 in Review

Carolinas Wealth Consulting sold out of JBT Marel (JBTM) in Q3 2023, closing a stake of 74 shares — an estimated $8.98K sold.

Carolinas Wealth Consulting first reported a position in JBTM in Q3 2020 and held it in 12 quarters. The position peaked at $11K in Q4 2021. 274 funds tracked by Wall St. Rank hold JBTM as of Q3 2023.

Carolinas Wealth Consulting reported no remaining JBT Marel position as of Q3 2023 after selling out during the quarter.
Carolinas Wealth Consulting sold 74 JBT Marel shares in Q3 2023, an estimated $8.98K.
Carolinas Wealth Consulting first reported a position in JBT Marel in Q3 2020 and held it in 12 quarters.
Carolinas Wealth Consulting's JBT Marel position peaked at $11K in Q4 2021.
274 funds tracked by Wall St. Rank held JBT Marel as of Q3 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2023, filed 14 Nov 2023.