CWS
JBTM

Confluence Wealth Services’s JBT Marel JBTM Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-226
Closed -$34K – 1218
2021
Q4 		$34K Buy
+226
New +$35.4K 0.01% 574

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 Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Confluence Wealth Services's JBTM Position: Q1 2022 in Review

Confluence Wealth Services sold out of JBT Marel (JBTM) in Q1 2022, closing a stake of 226 shares — an estimated $34K sold.

Confluence Wealth Services first reported a position in JBTM in Q4 2021 and held it in 1 quarter. The position peaked at $34K in Q4 2021. 282 funds tracked by Wall St. Rank hold JBTM as of Q1 2022.

  • Confluence Wealth Services reported no remaining JBT Marel position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 226 JBT Marel shares in Q1 2022, an estimated $34K.
  • Confluence Wealth Services first reported a position in JBT Marel in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's JBT Marel position peaked at $34K in Q4 2021.
  • 282 funds tracked by Wall St. Rank held JBT Marel as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.