Adams Wealth Management’s Jacobs Solutions J Stock Holding History

Adams Wealth Management’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
2020 Q4	–	Sell	-27	Closed	-$2K	–	200
2020 Q3	$2K	Buy	+27	New	+$1.97K	﹤0.01%	283

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

RCG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Adams Wealth Management's J Position: Q4 2020 in Review

Adams Wealth Management sold out of Jacobs Solutions (J) in Q4 2020, closing a stake of 27 shares — an estimated $2K sold.

Adams Wealth Management first reported a position in J in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 638 funds tracked by Wall St. Rank hold J as of Q4 2020.

Adams Wealth Management reported no remaining Jacobs Solutions position as of Q4 2020 after selling out during the quarter.
Adams Wealth Management sold 27 Jacobs Solutions shares in Q4 2020, an estimated $2K.
Adams Wealth Management first reported a position in Jacobs Solutions in Q3 2020 and held it in 1 quarter.
Adams Wealth Management's Jacobs Solutions position peaked at $2K in Q3 2020.
638 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.