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CM Wealth Advisors’s JB Hunt Transport Services JBHT Stock Holding History

CM Wealth Advisors’s Portfolio JBHT Stock Details JBHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-7,600
Closed -$1.26M – 300
2023
Q1 		$1.26M Buy
+7,600
New +$1.38M 0.24% 109

Other funds holding JBHT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CM Wealth Advisors's JBHT Position: Q2 2023 in Review

CM Wealth Advisors sold out of JB Hunt Transport Services (JBHT) in Q2 2023, closing a stake of 7,600 shares — an estimated $1.26M sold.

CM Wealth Advisors first reported a position in JBHT in Q1 2023 and held it in 1 quarter. The position peaked at $1.26M in Q1 2023. 583 funds tracked by Wall St. Rank hold JBHT as of Q2 2023.

  • CM Wealth Advisors reported no remaining JB Hunt Transport Services position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 7,600 JB Hunt Transport Services shares in Q2 2023, an estimated $1.26M.
  • CM Wealth Advisors first reported a position in JB Hunt Transport Services in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's JB Hunt Transport Services position peaked at $1.26M in Q1 2023.
  • 583 funds tracked by Wall St. Rank held JB Hunt Transport Services as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.