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Prestige Wealth Management Group’s John B. Sanfilippo & Son JBSS Stock Holding History

Prestige Wealth Management Group’s Portfolio JBSS Stock Details JBSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-13
Closed -$1.28K – 1051
2023
Q3 		$1.28K Buy
+13
New +$1.37K ﹤0.01% 833

Other funds holding JBSS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prestige Wealth Management Group's JBSS Position: Q4 2023 in Review

Prestige Wealth Management Group sold out of John B. Sanfilippo & Son (JBSS) in Q4 2023, closing a stake of 13 shares — an estimated $1.28K sold.

Prestige Wealth Management Group first reported a position in JBSS in Q3 2023 and held it in 1 quarter. The position peaked at $1.28K in Q3 2023. 178 funds tracked by Wall St. Rank hold JBSS as of Q4 2023.

  • Prestige Wealth Management Group reported no remaining John B. Sanfilippo & Son position as of Q4 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 13 John B. Sanfilippo & Son shares in Q4 2023, an estimated $1.28K.
  • Prestige Wealth Management Group first reported a position in John B. Sanfilippo & Son in Q3 2023 and held it in 1 quarter.
  • Prestige Wealth Management Group's John B. Sanfilippo & Son position peaked at $1.28K in Q3 2023.
  • 178 funds tracked by Wall St. Rank held John B. Sanfilippo & Son as of Q4 2023.

Based on Prestige Wealth Management Group's 13F filing for Q4 2023, filed 8 Feb 2024.