Aevitas Wealth Management’s Jacobs Solutions J Stock Holding History

Aevitas 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
2019 Q2	–	Sell	-604	Closed	-$37K	–	214
2019 Q1	$37K	Hold	604	–	–	0.03%	207
2018 Q4	$29K	Hold	604	–	–	0.03%	214
2018 Q3	$38K	Hold	604	–	–	0.03%	221
2018 Q2	$32K	Hold	604	–	–	0.03%	235
2018 Q1	$30K	Hold	604	–	–	0.03%	219
2017 Q4	$33K	Buy	+604	New	+$31K	0.03%	213

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

RCG

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Aevitas Wealth Management's J Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Jacobs Solutions (J) in Q2 2019, closing a stake of 604 shares — an estimated $37K sold.

Aevitas Wealth Management first reported a position in J in Q4 2017 and held it in 6 quarters. The position peaked at $38K in Q3 2018. 539 funds tracked by Wall St. Rank hold J as of Q2 2019.

Aevitas Wealth Management reported no remaining Jacobs Solutions position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 604 Jacobs Solutions shares in Q2 2019, an estimated $37K.
Aevitas Wealth Management first reported a position in Jacobs Solutions in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's Jacobs Solutions position peaked at $38K in Q3 2018.
539 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.