GWS
JBTM

Glassman Wealth Services’s JBT Marel JBTM Stock Holding History

Glassman 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
Q3 		– Sell
-18
Closed -$2K – 2039
2022
Q2 		$2K Hold
18
– – ﹤0.01% 1309
2022
Q1 		$2K Buy
+18
New +$2.3K ﹤0.01% 1290

Other funds holding JBTM

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Vanguard Group
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CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Glassman Wealth Services's JBTM Position: Q3 2022 in Review

Glassman Wealth Services sold out of JBT Marel (JBTM) in Q3 2022, closing a stake of 18 shares — an estimated $2K sold.

Glassman Wealth Services first reported a position in JBTM in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 269 funds tracked by Wall St. Rank hold JBTM as of Q3 2022.

  • Glassman Wealth Services reported no remaining JBT Marel position as of Q3 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 18 JBT Marel shares in Q3 2022, an estimated $2K.
  • Glassman Wealth Services first reported a position in JBT Marel in Q1 2022 and held it in 2 quarters.
  • Glassman Wealth Services's JBT Marel position peaked at $2K in Q2 2022.
  • 269 funds tracked by Wall St. Rank held JBT Marel as of Q3 2022.

Based on Glassman Wealth Services's 13F filing for Q3 2022, filed 9 Nov 2022.