CAN
JBTM

Cetera Advisor Networks’s JBT Marel JBTM Stock Holding History

Cetera Advisor Networks’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 		$271K Sell
2,583
-152
-6% -$15.1K ﹤0.01% 2364
2023
Q4 		$272K Sell
2,735
-159
-5% -$16.5K ﹤0.01% 2313
2023
Q3 		$304K Buy
2,894
+440
+18% +$49.2K ﹤0.01% 2140
2023
Q2 		$298K Buy
2,454
+149
+6% +$16.3K ﹤0.01% 2092
2023
Q1 		$252K Buy
2,305
+109
+5% +$11.5K ﹤0.01% 2163
2022
Q4 		$201K Buy
+2,196
New +$201K ﹤0.01% 2261

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 $3.37T AUM 44.26% 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

Cetera Advisor Networks's JBTM Position: Q1 2024 in Review

Cetera Advisor Networks reduced its JBT Marel (JBTM) stake by 5.6% in Q1 2024, selling an estimated $15.1K and leaving 2,583 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #2364.

Cetera Advisor Networks first reported a position in JBTM in Q4 2022 and has held it in 6 quarters since. The position peaked at $304K in Q3 2023. 288 funds tracked by Wall St. Rank hold JBTM as of Q1 2024.

  • Cetera Advisor Networks held 2,583 shares of JBT Marel worth $271K as of Q1 2024.
  • Cetera Advisor Networks sold 152 JBT Marel shares in Q1 2024, an estimated $15.1K.
  • JBT Marel made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2364 holding.
  • Cetera Advisor Networks first reported a position in JBT Marel in Q4 2022 and has held it in 6 quarters since.
  • Cetera Advisor Networks's JBT Marel position peaked at $304K in Q3 2023.
  • 288 funds tracked by Wall St. Rank held JBT Marel as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.