CWC
JBTM

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 – 1136
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

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Vanguard Group
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CIP
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T. Rowe Price Investment Management
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State Street
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CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return