WCF
JBTM

West Coast Financial’s JBT Marel JBTM Stock Holding History

West Coast Financial’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
Q2 		– Sell
-82,215
Closed -$8.62M – 170
2024
Q1 		$8.62M Buy
82,215
+300
+0.4% +$29.9K 1.05% 31
2023
Q4 		$8.15M Buy
81,915
+6,062
+8% +$628K 1.07% 31
2023
Q3 		$7.98M Buy
75,853
+2,444
+3% +$274K 1.19% 25
2023
Q2 		$8.9M Buy
73,409
+1,855
+3% +$203K 1.26% 20
2023
Q1 		$7.82M Buy
71,554
+1,781
+3% +$188K 1.2% 24
2022
Q4 		$6.37M Buy
+69,773
New +$6.39M 1.08% 27

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return