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BDO Wealth Advisors’s Jacobs Solutions J Stock Holding History

BDO 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
Q2 		– Sell
-60
Closed -$7K – 1076
2022
Q1 		$7K Hold
60
– – ﹤0.01% 780
2021
Q4 		$7K Hold
60
– – ﹤0.01% 780
2021
Q3 		$7K Hold
60
– – ﹤0.01% 780
2021
Q2 		$7K Hold
60
– – ﹤0.01% 812
2021
Q1 		$6K Buy
60
+37
+161% +$3.53K ﹤0.01% 820
2020
Q4 		$2K Hold
23
– – ﹤0.01% 769
2020
Q3 		$2K Hold
23
– – ﹤0.01% 694
2020
Q2 		$2K Hold
23
– – ﹤0.01% 632
2020
Q1 		$2K Buy
+23
New +$1.73K ﹤0.01% 678

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BDO Wealth Advisors's J Position: Q2 2022 in Review

BDO Wealth Advisors sold out of Jacobs Solutions (J) in Q2 2022, closing a stake of 60 shares — an estimated $7K sold.

BDO Wealth Advisors first reported a position in J in Q1 2020 and held it in 9 quarters. The position peaked at $7K in Q1 2022. 692 funds tracked by Wall St. Rank hold J as of Q2 2022.

  • BDO Wealth Advisors reported no remaining Jacobs Solutions position as of Q2 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 60 Jacobs Solutions shares in Q2 2022, an estimated $7K.
  • BDO Wealth Advisors first reported a position in Jacobs Solutions in Q1 2020 and held it in 9 quarters.
  • BDO Wealth Advisors's Jacobs Solutions position peaked at $7K in Q1 2022.
  • 692 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2022.

Based on BDO Wealth Advisors's 13F filing for Q2 2022, filed 25 Aug 2022.