Focused Wealth Management’s JBT Marel JBTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14
| Closed | -$1.39K | – | 1018 |
|
|
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% | 717 |
|
|
2014
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 723 |
|
|
2014
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 698 |
|
|
2014
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 662 |
|
|
2013
Q4 | $0 | Hold |
14
| – | – | ﹤0.01% | 656 |
|
|
2013
Q3 | $0 | Buy |
+14
| New | +$327 | ﹤0.01% | 604 |
|
Other funds holding JBTM
CIP
CCA
Focused Wealth Management's JBTM Position: Q1 2024 in Review
Focused Wealth Management sold out of JBT Marel (JBTM) in Q1 2024, closing a stake of 14 shares — an estimated $1.39K sold.
Focused Wealth Management first reported a position in JBTM in Q3 2013 and held it in 42 quarters. The position peaked at $2K in Q2 2022. 288 funds tracked by Wall St. Rank hold JBTM as of Q1 2024.
- Focused Wealth Management reported no remaining JBT Marel position as of Q1 2024 after selling out during the quarter.
- Focused Wealth Management sold 14 JBT Marel shares in Q1 2024, an estimated $1.39K.
- Focused Wealth Management first reported a position in JBT Marel in Q3 2013 and held it in 42 quarters.
- Focused Wealth Management's JBT Marel position peaked at $2K in Q2 2022.
- 288 funds tracked by Wall St. Rank held JBT Marel as of Q1 2024.
Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.