TWA
JBTM

TCI Wealth Advisors’s JBT Marel JBTM Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-49
Closed -$5.36K – 2329
2023
Q1 		$5.36K Hold
49
– – ﹤0.01% 1475
2022
Q4 		$4.47K Buy
49
+17
+53% +$1.56K ﹤0.01% 1599
2022
Q3 		$3K Sell
32
-39
-55% -$4.14K ﹤0.01% 1865
2022
Q2 		$8K Buy
71
+41
+137% +$4.71K ﹤0.01% 1194
2022
Q1 		$4K Sell
30
-63
-68% -$8.06K ﹤0.01% 1814
2021
Q4 		$14K Buy
93
+6
+7% +$939 ﹤0.01% 942
2021
Q3 		$12K Buy
87
+15
+21% +$2.15K ﹤0.01% 1004
2021
Q2 		$10K Buy
72
+10
+16% +$1.4K ﹤0.01% 995
2021
Q1 		$8K Buy
62
+32
+107% +$4.21K ﹤0.01% 1015
2020
Q4 		$3K Hold
30
– – ﹤0.01% 1153
2020
Q3 		$3K Hold
30
– – ﹤0.01% 1037
2020
Q2 		$3K Hold
30
– – ﹤0.01% 986
2020
Q1 		$2K Sell
30
-260
-90% -$26K ﹤0.01% 1129
2019
Q4 		$33K Buy
290
+145
+100% +$15.5K 0.01% 461
2019
Q3 		$14K Hold
145
– – 0.01% 564
2019
Q2 		$18K Hold
145
– – 0.01% 498
2019
Q1 		$13K Hold
145
– – 0.01% 584
2018
Q4 		$10K Buy
+145
New +$12.9K ﹤0.01% 636

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

TCI Wealth Advisors's JBTM Position: Q2 2023 in Review

TCI Wealth Advisors sold out of JBT Marel (JBTM) in Q2 2023, closing a stake of 49 shares — an estimated $5.36K sold.

TCI Wealth Advisors first reported a position in JBTM in Q4 2018 and held it in 18 quarters. The position peaked at $33K in Q4 2019. 276 funds tracked by Wall St. Rank hold JBTM as of Q2 2023.

  • TCI Wealth Advisors reported no remaining JBT Marel position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 49 JBT Marel shares in Q2 2023, an estimated $5.36K.
  • TCI Wealth Advisors first reported a position in JBT Marel in Q4 2018 and held it in 18 quarters.
  • TCI Wealth Advisors's JBT Marel position peaked at $33K in Q4 2019.
  • 276 funds tracked by Wall St. Rank held JBT Marel as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.