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Significant Wealth Partners’s John B. Sanfilippo & Son JBSS Stock Holding History

Significant Wealth Partners’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
2024
Q2 		– Sell
-3,613
Closed -$383K – 114
2024
Q1 		$383K Buy
+3,613
New +$373K 0.25% 98

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Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Significant Wealth Partners's JBSS Position: Q2 2024 in Review

Significant Wealth Partners sold out of John B. Sanfilippo & Son (JBSS) in Q2 2024, closing a stake of 3,613 shares — an estimated $383K sold.

Significant Wealth Partners first reported a position in JBSS in Q1 2024 and held it in 1 quarter. The position peaked at $383K in Q1 2024. 187 funds tracked by Wall St. Rank hold JBSS as of Q2 2024.

  • Significant Wealth Partners reported no remaining John B. Sanfilippo & Son position as of Q2 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 3,613 John B. Sanfilippo & Son shares in Q2 2024, an estimated $383K.
  • Significant Wealth Partners first reported a position in John B. Sanfilippo & Son in Q1 2024 and held it in 1 quarter.
  • Significant Wealth Partners's John B. Sanfilippo & Son position peaked at $383K in Q1 2024.
  • 187 funds tracked by Wall St. Rank held John B. Sanfilippo & Son as of Q2 2024.

Based on Significant Wealth Partners's 13F filing for Q2 2024, filed 26 Jul 2024.