SWS
JBTM

SYSTM Wealth Solutions’s JBT Marel JBTM Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-206
Closed -$19.6K – 659
2024
Q2 		$19.6K Sell
206
-672
-77% -$63.4K ﹤0.01% 372
2024
Q1 		$92.1K Buy
878
+29
+3% +$2.89K 0.01% 487
2023
Q4 		$84.5K Buy
+849
New +$88K 0.01% 479
2023
Q2 		– Sell
-2,155
Closed -$236K – 528
2023
Q1 		$236K Buy
+2,155
New +$228K 0.04% 419

Other funds holding JBTM

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

SYSTM Wealth Solutions's JBTM Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of JBT Marel (JBTM) in Q3 2024, closing a stake of 206 shares — an estimated $19.6K sold.

SYSTM Wealth Solutions first reported a position in JBTM in Q1 2023 and held it in 4 quarters. The position peaked at $236K in Q1 2023. 311 funds tracked by Wall St. Rank hold JBTM as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining JBT Marel position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 206 JBT Marel shares in Q3 2024, an estimated $19.6K.
  • SYSTM Wealth Solutions first reported a position in JBT Marel in Q1 2023 and held it in 4 quarters.
  • SYSTM Wealth Solutions's JBT Marel position peaked at $236K in Q1 2023.
  • 311 funds tracked by Wall St. Rank held JBT Marel as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.