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Wealthspire Advisors (Maryland)’s John B. Sanfilippo & Son JBSS Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio JBSS Stock Details JBSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-3
Closed – – 1234
2019
Q1 		$0 Hold
3
– – ﹤0.01% 2529
2018
Q4 		$0 Buy
+3
New +$194 ﹤0.01% 2503
2017
Q4 		– Sell
-2
Closed – – 2491
2017
Q3 		$0 Buy
+2
New +$128 ﹤0.01% 2350

Other funds holding JBSS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado Denver, Colorado $25.5B AUM 28.85% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s JBSS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of John B. Sanfilippo & Son (JBSS) in Q2 2019, closing a stake of 3 shares.

Wealthspire Advisors (Maryland) first reported a position in JBSS in Q3 2017 and held it in 3 quarters. The position peaked at $0 in Q1 2019. 144 funds tracked by Wall St. Rank hold JBSS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining John B. Sanfilippo & Son position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3 John B. Sanfilippo & Son shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in John B. Sanfilippo & Son in Q3 2017 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s John B. Sanfilippo & Son position peaked at $0 in Q1 2019.
  • 144 funds tracked by Wall St. Rank held John B. Sanfilippo & Son as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.