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Acorn Wealth Advisors’s Jacobs Solutions J Stock Holding History

Acorn Wealth Advisors’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
2018
Q2 		– Sell
-30
Closed -$1K – 665
2018
Q1 		$1K Hold
30
– – ﹤0.01% 800
2017
Q4 		$2K Buy
+30
New +$1.54K ﹤0.01% 709

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acorn Wealth Advisors's J Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Jacobs Solutions (J) in Q2 2018, closing a stake of 30 shares — an estimated $1K sold.

Acorn Wealth Advisors first reported a position in J in Q4 2017 and held it in 2 quarters. The position peaked at $2K in Q4 2017. 538 funds tracked by Wall St. Rank hold J as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Jacobs Solutions position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 30 Jacobs Solutions shares in Q2 2018, an estimated $1K.
  • Acorn Wealth Advisors first reported a position in Jacobs Solutions in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Jacobs Solutions position peaked at $2K in Q4 2017.
  • 538 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.