Focused Wealth Management’s JBT Marel JBTM Stock Holding History

Focused Wealth 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
2024 Q1	–	Sell	-14	Closed	-$1.39K	–	1025
2023 Q4	$1.39K	Hold	14	–	–	﹤0.01%	818
2023 Q3	$1.47K	Hold	14	–	–	﹤0.01%	804
2023 Q2	$1.7K	Hold	14	–	–	﹤0.01%	823
2023 Q1	$1.53K	Hold	14	–	–	﹤0.01%	826
2022 Q4	$1.28K	Hold	14	–	–	﹤0.01%	835
2022 Q3	$1K	Hold	14	–	–	﹤0.01%	920
2022 Q2	$2K	Hold	14	–	–	﹤0.01%	771
2022 Q1	$2K	Hold	14	–	–	﹤0.01%	829
2021 Q4	$2K	Hold	14	–	–	﹤0.01%	844
2021 Q3	$2K	Hold	14	–	–	﹤0.01%	838
2021 Q2	$2K	Hold	14	–	–	﹤0.01%	836
2021 Q1	$2K	Hold	14	–	–	﹤0.01%	830
2020 Q4	$2K	Hold	14	–	–	﹤0.01%	753
2020 Q3	$1K	Hold	14	–	–	﹤0.01%	752
2020 Q2	$1K	Hold	14	–	–	﹤0.01%	735
2020 Q1	$1K	Hold	14	–	–	﹤0.01%	686
2019 Q4	$2K	Hold	14	–	–	﹤0.01%	653
2019 Q3	$1K	Hold	14	–	–	﹤0.01%	679
2019 Q2	$2K	Hold	14	–	–	﹤0.01%	675
2019 Q1	$1K	Hold	14	–	–	﹤0.01%	676
2018 Q4	$1K	Hold	14	–	–	﹤0.01%	664
2018 Q3	$2K	Hold	14	–	–	﹤0.01%	594
2018 Q2	$1K	Hold	14	–	–	﹤0.01%	621
2018 Q1	$2K	Hold	14	–	–	﹤0.01%	634
2017 Q4	$2K	Hold	14	–	–	﹤0.01%	622
2017 Q3	$1K	Hold	14	–	–	﹤0.01%	625
2017 Q2	$1K	Hold	14	–	–	﹤0.01%	680
2017 Q1	$1K	Hold	14	–	–	﹤0.01%	665
2016 Q4	$1K	Hold	14	–	–	﹤0.01%	666
2016 Q3	$1K	Hold	14	–	–	﹤0.01%	645
2016 Q2	$1K	Hold	14	–	–	﹤0.01%	644
2016 Q1	$1K	Hold	14	–	–	﹤0.01%	624
2015 Q4	$1K	Hold	14	–	–	﹤0.01%	650
2015 Q3	$1K	Hold	14	–	–	﹤0.01%	653
2015 Q2	$1K	Hold	14	–	–	﹤0.01%	634
2015 Q1	$1K	Hold	14	–	–	﹤0.01%	649
2014 Q4	$0	Hold	14	–	–	﹤0.01%	721
2014 Q3	$0	Hold	14	–	–	﹤0.01%	727
2014 Q2	$0	Hold	14	–	–	﹤0.01%	700
2014 Q1	$0	Hold	14	–	–	﹤0.01%	666
2013 Q4	$0	Hold	14	–	–	﹤0.01%	659
2013 Q3	$0	Buy	+14	New	+$327	﹤0.01%	606

Other funds holding JBTM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $145B AUM 22.78% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return