SWM
JBTM

Spire Wealth Management’s JBT Marel JBTM Stock Holding History

Spire Wealth Management’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
-1,056
Closed -$117K – 2653
2022
Q2 		$117K Sell
1,056
-58
-5% -$6.66K ﹤0.01% 983
2022
Q1 		$132K Sell
1,114
-143
-11% -$18.3K ﹤0.01% 1071
2021
Q4 		$193K Buy
1,257
+143
+13% +$22.4K ﹤0.01% 1109
2021
Q3 		$157K Hold
1,114
– – ﹤0.01% 1015
2021
Q2 		$159K Sell
1,114
-466
-29% -$65K ﹤0.01% 1012
2021
Q1 		$211K Buy
+1,580
New +$208K 0.01% 1044

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
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 $3.37T AUM 44.26% 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

Spire Wealth Management's JBTM Position: Q3 2022 in Review

Spire Wealth Management sold out of JBT Marel (JBTM) in Q3 2022, closing a stake of 1,056 shares — an estimated $117K sold.

Spire Wealth Management first reported a position in JBTM in Q1 2021 and held it in 6 quarters. The position peaked at $211K in Q1 2021. 269 funds tracked by Wall St. Rank hold JBTM as of Q3 2022.

  • Spire Wealth Management reported no remaining JBT Marel position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 1,056 JBT Marel shares in Q3 2022, an estimated $117K.
  • Spire Wealth Management first reported a position in JBT Marel in Q1 2021 and held it in 6 quarters.
  • Spire Wealth Management's JBT Marel position peaked at $211K in Q1 2021.
  • 269 funds tracked by Wall St. Rank held JBT Marel as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.