PFS
JBTM

Prospera Financial Services’s JBT Marel JBTM Stock Holding History

Prospera Financial Services’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
-202
Closed -$22K – 1624
2022
Q2 		$22K Hold
202
– – ﹤0.01% 1190
2022
Q1 		$24K Buy
+202
New +$25.9K ﹤0.01% 1667

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CIP
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Prospera Financial Services's JBTM Position: Q3 2022 in Review

Prospera Financial Services sold out of JBT Marel (JBTM) in Q3 2022, closing a stake of 202 shares — an estimated $22K sold.

Prospera Financial Services first reported a position in JBTM in Q1 2022 and held it in 2 quarters. The position peaked at $24K in Q1 2022. 269 funds tracked by Wall St. Rank hold JBTM as of Q3 2022.

  • Prospera Financial Services reported no remaining JBT Marel position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 202 JBT Marel shares in Q3 2022, an estimated $22K.
  • Prospera Financial Services first reported a position in JBT Marel in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's JBT Marel position peaked at $24K in Q1 2022.
  • 269 funds tracked by Wall St. Rank held JBT Marel as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.