FGAM
JBTM

Financial Gravity Asset Management’s JBT Marel JBTM Stock Holding History

Financial Gravity Asset Management’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
2021
Q2 		– Hold
0
– -$26 – 1067
2021
Q1 		– Hold
0
– – – 638
2020
Q2 		– Sell
-3
Closed -$204 – 975
2020
Q1 		$204 Buy
3
+1
+50% +$100 ﹤0.01% 724
2019
Q4 		$113K Sell
2
-1
-33% -$107 0.08% 273
2019
Q3 		$0 Hold
3
– – ﹤0.01% 1642
2019
Q2 		$0 Sell
3
-15
-83% -$1.61K ﹤0.01% 1732
2019
Q1 		$2K Buy
+18
New +$1.52K ﹤0.01% 1002

Other funds holding JBTM

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T. Rowe Price Associates
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CIP
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Wellington Management Group
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JP Morgan Chase
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State Street
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return