PCWA
JBTM

Pacific Capital Wealth Advisors’s JBT Marel JBTM Stock Holding History

Pacific Capital 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
2024
Q2 		– Sell
-20
Closed -$2.1K – 676
2024
Q1 		$2.1K Buy
+20
New +$1.99K ﹤0.01% 434

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Pacific Capital Wealth Advisors's JBTM Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of JBT Marel (JBTM) in Q2 2024, closing a stake of 20 shares — an estimated $2.1K sold.

Pacific Capital Wealth Advisors first reported a position in JBTM in Q1 2024 and held it in 1 quarter. The position peaked at $2.1K in Q1 2024. 298 funds tracked by Wall St. Rank hold JBTM as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining JBT Marel position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 20 JBT Marel shares in Q2 2024, an estimated $2.1K.
  • Pacific Capital Wealth Advisors first reported a position in JBT Marel in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's JBT Marel position peaked at $2.1K in Q1 2024.
  • 298 funds tracked by Wall St. Rank held JBT Marel as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.