VWM
JBTM

Venturi Wealth Management’s JBT Marel JBTM Stock Holding History

Venturi 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
2025
Q1 		– Sell
-39
Closed -$4.96K – 1919
2024
Q4 		$4.96K Hold
39
– – ﹤0.01% 1672
2024
Q3 		$3.84K Sell
39
-637
-94% -$58.8K ﹤0.01% 1553
2024
Q2 		$64.2K Buy
+676
New +$63.8K ﹤0.01% 597

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LV
Lifeyrissjodur Verzlunarmanna Reykjavik $231M AUM 20.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Venturi Wealth Management's JBTM Position: Q1 2025 in Review

Venturi Wealth Management sold out of JBT Marel (JBTM) in Q1 2025, closing a stake of 39 shares — an estimated $4.96K sold.

Venturi Wealth Management first reported a position in JBTM in Q2 2024 and held it in 3 quarters. The position peaked at $64.2K in Q2 2024. 337 funds tracked by Wall St. Rank hold JBTM as of Q1 2025.

  • Venturi Wealth Management reported no remaining JBT Marel position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 39 JBT Marel shares in Q1 2025, an estimated $4.96K.
  • Venturi Wealth Management first reported a position in JBT Marel in Q2 2024 and held it in 3 quarters.
  • Venturi Wealth Management's JBT Marel position peaked at $64.2K in Q2 2024.
  • 337 funds tracked by Wall St. Rank held JBT Marel as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.