FAG
JBTM

Fortitude Advisory Group’s JBT Marel JBTM Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-174
Closed -$21K – 1355
2022
Q1 		$21K Hold
174
– – 0.01% 821
2021
Q4 		$27K Buy
+174
New +$27.2K 0.01% 752

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
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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Fortitude Advisory Group's JBTM Position: Q2 2022 in Review

Fortitude Advisory Group sold out of JBT Marel (JBTM) in Q2 2022, closing a stake of 174 shares — an estimated $21K sold.

Fortitude Advisory Group first reported a position in JBTM in Q4 2021 and held it in 2 quarters. The position peaked at $27K in Q4 2021. 281 funds tracked by Wall St. Rank hold JBTM as of Q2 2022.

  • Fortitude Advisory Group reported no remaining JBT Marel position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 174 JBT Marel shares in Q2 2022, an estimated $21K.
  • Fortitude Advisory Group first reported a position in JBT Marel in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's JBT Marel position peaked at $27K in Q4 2021.
  • 281 funds tracked by Wall St. Rank held JBT Marel as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.