Patriot Financial Group Insurance Agency’s JBT Marel JBTM Stock Holding History

Patriot Financial Group Insurance Agency’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	-60	Closed	-$7K	–	2015
2022 Q2	$7K	Sell	60 -13	-18%	-$1.49K	﹤0.01%	1402
2022 Q1	$9K	Sell	73 -6	-8%	-$768	﹤0.01%	1422
2021 Q4	$12K	Hold	79	–	–	﹤0.01%	1438
2021 Q3	$11K	Buy	79 +11	+16%	+$1.58K	﹤0.01%	1453
2021 Q2	$10K	Hold	68	–	–	﹤0.01%	1457
2021 Q1	$9K	Hold	68	–	–	﹤0.01%	1402
2020 Q4	$8K	Hold	68	–	–	﹤0.01%	1308
2020 Q3	$6K	Hold	68	–	–	﹤0.01%	1197
2020 Q2	$6K	Hold	68	–	–	﹤0.01%	1148
2020 Q1	$5K	Buy	+68	New	+$6.8K	﹤0.01%	1100

Other funds holding JBTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CCA

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Patriot Financial Group Insurance Agency's JBTM Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of JBT Marel (JBTM) in Q3 2022, closing a stake of 60 shares — an estimated $7K sold.

Patriot Financial Group Insurance Agency first reported a position in JBTM in Q1 2020 and held it in 10 quarters. The position peaked at $12K in Q4 2021. 270 funds tracked by Wall St. Rank hold JBTM as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining JBT Marel position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 60 JBT Marel shares in Q3 2022, an estimated $7K.
Patriot Financial Group Insurance Agency first reported a position in JBT Marel in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's JBT Marel position peaked at $12K in Q4 2021.
270 funds tracked by Wall St. Rank held JBT Marel as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.