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 – 2331
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 $5.7T 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return