Intercontinental Wealth Advisors’s JBT Marel JBTM Stock Holding History

Intercontinental Wealth Advisors’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
2023 Q2	$875K	Buy	7,213 +35	+0.5%	+$3.84K	0.21%	111
2023 Q1	$784K	Sell	7,178 -17	-0.2%	-$1.8K	0.2%	120
2022 Q4	$657K	Sell	7,195 -354	-5%	-$32.4K	0.2%	120
2022 Q3	$649K	Buy	7,549 +135	+2%	+$14.3K	0.2%	111
2022 Q2	$819K	Buy	7,414 +15	+0.2%	+$1.72K	0.22%	102
2022 Q1	$877K	Buy	7,399 +14	+0.2%	+$1.79K	0.2%	98
2021 Q4	$1.13M	Sell	7,385 -80	-1%	-$12.5K	0.24%	85
2021 Q3	$1.05M	Sell	7,465 -504	-6%	-$72.3K	0.24%	84
2021 Q2	$1.14M	Buy	7,969 +47	+0.6%	+$6.56K	0.23%	88
2021 Q1	$1.06M	Buy	7,922 +134	+2%	+$17.6K	0.23%	88
2020 Q4	$887K	Buy	7,788 +34	+0.4%	+$3.51K	0.21%	91
2020 Q3	$713K	Buy	+7,754	New	+$743K	0.21%	93

Other funds holding JBTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

Intercontinental Wealth Advisors's JBTM Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its JBT Marel (JBTM) stake by 0.49% in Q2 2023, buying an estimated $3.84K and bringing the position to 7,213 shares worth $875K. The position accounts for 0.21% of the portfolio, ranked #111.

Intercontinental Wealth Advisors first reported a position in JBTM in Q3 2020 and has held it in 12 quarters since. The position peaked at $1.14M in Q2 2021. 276 funds tracked by Wall St. Rank hold JBTM as of Q2 2023.

Intercontinental Wealth Advisors held 7,213 shares of JBT Marel worth $875K as of Q2 2023.
Intercontinental Wealth Advisors bought 35 JBT Marel shares in Q2 2023, an estimated $3.84K.
JBT Marel made up 0.21% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #111 holding.
Intercontinental Wealth Advisors first reported a position in JBT Marel in Q3 2020 and has held it in 12 quarters since.
Intercontinental Wealth Advisors's JBT Marel position peaked at $1.14M in Q2 2021.
276 funds tracked by Wall St. Rank held JBT Marel as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.