JFA
JBTM

Johanson Financial Advisors’s JBT Marel JBTM Stock Holding History

Johanson Financial 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
2020
Q1 		– Sell
-692
Closed -$77.9K – 257
2019
Q4 		$77.9K Buy
+692
New +$74.1K 0.04% 146

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T. Rowe Price Associates
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ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Johanson Financial Advisors's JBTM Position: Q1 2020 in Review

Johanson Financial Advisors sold out of JBT Marel (JBTM) in Q1 2020, closing a stake of 692 shares — an estimated $77.9K sold.

Johanson Financial Advisors first reported a position in JBTM in Q4 2019 and held it in 1 quarter. The position peaked at $77.9K in Q4 2019. 229 funds tracked by Wall St. Rank hold JBTM as of Q1 2020.

  • Johanson Financial Advisors reported no remaining JBT Marel position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 692 JBT Marel shares in Q1 2020, an estimated $77.9K.
  • Johanson Financial Advisors first reported a position in JBT Marel in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's JBT Marel position peaked at $77.9K in Q4 2019.
  • 229 funds tracked by Wall St. Rank held JBT Marel as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.