Atlas Private Wealth Advisors’s Jacobs Solutions J Stock Holding History

Atlas Private 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
2021 Q4	–	Sell	-1,236	Closed	-$135K	–	435
2021 Q3	$135K	Hold	1,236	–	–	0.07%	155
2021 Q2	$136K	Hold	1,236	–	–	0.07%	140
2021 Q1	$132K	Hold	1,236	–	–	0.07%	137
2020 Q4	$111K	Hold	1,236	–	–	0.07%	142
2020 Q3	$95K	Hold	1,236	–	–	0.08%	147
2020 Q2	$87K	Buy	+1,236	New	+$83.3K	0.08%	156

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

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

RCG

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

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

Atlas Private Wealth Advisors's J Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Jacobs Solutions (J) in Q4 2021, closing a stake of 1,236 shares — an estimated $135K sold.

Atlas Private Wealth Advisors first reported a position in J in Q2 2020 and held it in 6 quarters. The position peaked at $136K in Q2 2021. 722 funds tracked by Wall St. Rank hold J as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Jacobs Solutions position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 1,236 Jacobs Solutions shares in Q4 2021, an estimated $135K.
Atlas Private Wealth Advisors first reported a position in Jacobs Solutions in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Jacobs Solutions position peaked at $136K in Q2 2021.
722 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.