HNWAG
JBTM

High Net Worth Advisory Group’s JBT Marel JBTM Stock Holding History

High Net Worth 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
Q4 		– Sell
-161
Closed -$14K – 705
2022
Q3 		$14K Hold
161
– – 0.01% 498
2022
Q2 		$18K Buy
+161
New +$18.5K 0.01% 473

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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

High Net Worth Advisory Group's JBTM Position: Q4 2022 in Review

High Net Worth Advisory Group sold out of JBT Marel (JBTM) in Q4 2022, closing a stake of 161 shares — an estimated $14K sold.

High Net Worth Advisory Group first reported a position in JBTM in Q2 2022 and held it in 2 quarters. The position peaked at $18K in Q2 2022. 275 funds tracked by Wall St. Rank hold JBTM as of Q4 2022.

  • High Net Worth Advisory Group reported no remaining JBT Marel position as of Q4 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 161 JBT Marel shares in Q4 2022, an estimated $14K.
  • High Net Worth Advisory Group first reported a position in JBT Marel in Q2 2022 and held it in 2 quarters.
  • High Net Worth Advisory Group's JBT Marel position peaked at $18K in Q2 2022.
  • 275 funds tracked by Wall St. Rank held JBT Marel as of Q4 2022.

Based on High Net Worth Advisory Group's 13F filing for Q4 2022, filed 14 Feb 2023.