B. Riley Wealth Management’s Jacobs Solutions J Stock Holding History

B. Riley 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
2022 Q2	$2.17K	Sell	20,617 -1,557	-7%	-$174K	﹤0.01%	205
2022 Q1	$2.53M	Buy	22,174 +1,102	+5%	+$118K	0.19%	108
2021 Q4	$2.43M	Sell	21,072 -511	-2%	-$59.1K	0.17%	122
2021 Q3	$2.37M	Buy	+21,583	New	+$2.39M	0.18%	116
2020 Q3	–	Sell	-20,296	Closed	-$1.42M	–	478
2020 Q2	$1.42M	Buy	+20,296	New	+$1.37M	0.16%	129

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

B. Riley Wealth Management's J Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Jacobs Solutions (J) stake by 7% in Q2 2022, selling an estimated $174K and leaving 20,617 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #205.

B. Riley Wealth Management first reported a position in J in Q2 2020 and has held it in 5 quarters since. The position peaked at $2.53M in Q1 2022. 692 funds tracked by Wall St. Rank hold J as of Q2 2022.

B. Riley Wealth Management held 20,617 shares of Jacobs Solutions worth $2.17K as of Q2 2022.
B. Riley Wealth Management sold 1,557 Jacobs Solutions shares in Q2 2022, an estimated $174K.
Jacobs Solutions made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #205 holding.
B. Riley Wealth Management first reported a position in Jacobs Solutions in Q2 2020 and has held it in 5 quarters since.
B. Riley Wealth Management's Jacobs Solutions position peaked at $2.53M in Q1 2022.
692 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.