WTA
JBTM

Washington Trust Advisors’s JBT Marel JBTM Stock Holding History

Washington Trust 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
2022
Q4 		– Sell
-79
Closed -$7K – 903
2022
Q3 		$7K Hold
79
– – ﹤0.01% 665
2022
Q2 		$9K Hold
79
– – ﹤0.01% 655
2022
Q1 		$9K Hold
79
– – ﹤0.01% 729
2021
Q4 		$12K Buy
+79
New +$12.4K ﹤0.01% 712

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

Washington Trust Advisors's JBTM Position: Q4 2022 in Review

Washington Trust Advisors sold out of JBT Marel (JBTM) in Q4 2022, closing a stake of 79 shares — an estimated $7K sold.

Washington Trust Advisors first reported a position in JBTM in Q4 2021 and held it in 4 quarters. The position peaked at $12K in Q4 2021. 275 funds tracked by Wall St. Rank hold JBTM as of Q4 2022.

  • Washington Trust Advisors reported no remaining JBT Marel position as of Q4 2022 after selling out during the quarter.
  • Washington Trust Advisors sold 79 JBT Marel shares in Q4 2022, an estimated $7K.
  • Washington Trust Advisors first reported a position in JBT Marel in Q4 2021 and held it in 4 quarters.
  • Washington Trust Advisors's JBT Marel position peaked at $12K in Q4 2021.
  • 275 funds tracked by Wall St. Rank held JBT Marel as of Q4 2022.

Based on Washington Trust Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.