TWM
JBTM

Tradition Wealth Management’s JBT Marel JBTM Stock Holding History

Tradition 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
2024
Q1 		– Sell
-373
Closed -$37K – 1228
2023
Q4 		$37K Hold
373
– – ﹤0.01% 699
2023
Q3 		$39K Hold
373
– – ﹤0.01% 672
2023
Q2 		$45K Buy
373
+1
+0.3% +$110 0.01% 657
2023
Q1 		$41K Hold
372
– – 0.01% 669
2022
Q4 		$34K Hold
372
– – ﹤0.01% 634
2022
Q3 		$32K Buy
+372
New +$39.5K ﹤0.01% 637

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Tradition Wealth Management's JBTM Position: Q1 2024 in Review

Tradition Wealth Management sold out of JBT Marel (JBTM) in Q1 2024, closing a stake of 373 shares — an estimated $37K sold.

Tradition Wealth Management first reported a position in JBTM in Q3 2022 and held it in 6 quarters. The position peaked at $45K in Q2 2023. 288 funds tracked by Wall St. Rank hold JBTM as of Q1 2024.

  • Tradition Wealth Management reported no remaining JBT Marel position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 373 JBT Marel shares in Q1 2024, an estimated $37K.
  • Tradition Wealth Management first reported a position in JBT Marel in Q3 2022 and held it in 6 quarters.
  • Tradition Wealth Management's JBT Marel position peaked at $45K in Q2 2023.
  • 288 funds tracked by Wall St. Rank held JBT Marel as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.