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American Portfolios Advisors’s Jacobs Solutions J Stock Holding History

American Portfolios 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
2022
Q3 		$302K Buy
3,366
+7
+0.2% +$725 0.01% 852
2022
Q2 		$353K Buy
3,359
+289
+9% +$32.3K 0.01% 810
2022
Q1 		$350K Buy
3,070
+1,024
+50% +$110K 0.01% 897
2021
Q4 		$236K Buy
2,046
+248
+14% +$28.7K 0.01% 1070
2021
Q3 		$197K Sell
1,798
-4,822
-73% -$533K 0.01% 1117
2021
Q2 		$731K Buy
6,620
+1,051
+19% +$119K 0.03% 562
2021
Q1 		$595K Buy
5,569
+4,916
+753% +$469K 0.03% 586
2020
Q4 		$58.8K Buy
653
+113
+21% +$9.58K ﹤0.01% 1355
2020
Q3 		$41.5K Buy
540
+53
+11% +$3.87K ﹤0.01% 1389
2020
Q2 		$34.2K Buy
487
+57
+13% +$3.84K ﹤0.01% 1427
2020
Q1 		$28.2K Buy
430
+24
+6% +$1.8K ﹤0.01% 1398
2019
Q4 		$30.2K Buy
406
+151
+59% +$11.4K ﹤0.01% 1566
2019
Q3 		$19.3K Sell
255
-241
-49% -$17.2K ﹤0.01% 1673
2019
Q2 		$34.6K Buy
496
+2
+0.4% +$129 ﹤0.01% 1430
2019
Q1 		$30.8K Buy
494
+253
+105% +$14.2K ﹤0.01% 1400
2018
Q4 		$11.6K Buy
+241
New +$13.8K ﹤0.01% 1566
2018
Q3 		– Sell
-144
Closed -$7.55K – 2451
2018
Q2 		$7.55K Hold
144
– – ﹤0.01% 1831
2018
Q1 		$7.04K Hold
144
– – ﹤0.01% 1750
2017
Q4 		$7.85K Buy
+144
New +$7.39K ﹤0.01% 1650

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Mackenzie Financial
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
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

American Portfolios Advisors's J Position: Q3 2022 in Review

American Portfolios Advisors increased its Jacobs Solutions (J) stake by 0.21% in Q3 2022, buying an estimated $725 and bringing the position to 3,366 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #852.

American Portfolios Advisors first reported a position in J in Q4 2017 and has held it in 19 quarters since. The position peaked at $731K in Q2 2021. 623 funds tracked by Wall St. Rank hold J as of Q3 2022.

  • American Portfolios Advisors held 3,366 shares of Jacobs Solutions worth $302K as of Q3 2022.
  • American Portfolios Advisors bought 7 Jacobs Solutions shares in Q3 2022, an estimated $725.
  • Jacobs Solutions made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #852 holding.
  • American Portfolios Advisors first reported a position in Jacobs Solutions in Q4 2017 and has held it in 19 quarters since.
  • American Portfolios Advisors's Jacobs Solutions position peaked at $731K in Q2 2021.
  • 623 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.