ACG Wealth’s Jacobs Solutions J Stock Holding History

ACG Wealth’s Portfolio J Stock Details J Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-757	Closed	-$80K	–	633
2022 Q2	$80K	Buy	+757	New	+$84.7K	0.02%	364

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

ACG Wealth's J Position: Q3 2022 in Review

ACG Wealth sold out of Jacobs Solutions (J) in Q3 2022, closing a stake of 757 shares — an estimated $80K sold.

ACG Wealth first reported a position in J in Q2 2022 and held it in 1 quarter. The position peaked at $80K in Q2 2022. 623 funds tracked by Wall St. Rank hold J as of Q3 2022.

ACG Wealth reported no remaining Jacobs Solutions position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 757 Jacobs Solutions shares in Q3 2022, an estimated $80K.
ACG Wealth first reported a position in Jacobs Solutions in Q2 2022 and held it in 1 quarter.
ACG Wealth's Jacobs Solutions position peaked at $80K in Q2 2022.
623 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.