Amplius Wealth Advisors’s Jacobs Solutions J Stock Holding History

Amplius 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
2022 Q1	–	Sell	-11	Closed	-$1K	–	544
2021 Q4	$1K	Buy	+11	New	+$1.27K	﹤0.01%	898

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

RCG

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amplius Wealth Advisors's J Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Jacobs Solutions (J) in Q1 2022, closing a stake of 11 shares — an estimated $1K sold.

Amplius Wealth Advisors first reported a position in J in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 701 funds tracked by Wall St. Rank hold J as of Q1 2022.

Amplius Wealth Advisors reported no remaining Jacobs Solutions position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 11 Jacobs Solutions shares in Q1 2022, an estimated $1K.
Amplius Wealth Advisors first reported a position in Jacobs Solutions in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Jacobs Solutions position peaked at $1K in Q4 2021.
701 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.