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BerganKDV Wealth Management’s Jacobs Solutions J Stock Holding History

BerganKDV 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
2023
Q2 		– Sell
-268
Closed -$26.1K – 973
2023
Q1 		$26.1K Buy
+268
New +$26.7K ﹤0.01% 483
2022
Q3 		– Sell
-21
Closed -$2K – 1017
2022
Q2 		$2K Hold
21
– – ﹤0.01% 829
2022
Q1 		$2K Hold
21
– – ﹤0.01% 857
2021
Q4 		$2K Hold
21
– – ﹤0.01% 920
2021
Q3 		$2K Hold
21
– – ﹤0.01% 885
2021
Q2 		$2K Hold
21
– – ﹤0.01% 823
2021
Q1 		$2K Hold
21
– – ﹤0.01% 783
2020
Q4 		$2K Buy
+21
New +$1.78K ﹤0.01% 779

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BerganKDV Wealth Management's J Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Jacobs Solutions (J) in Q2 2023, closing a stake of 268 shares — an estimated $26.1K sold.

BerganKDV Wealth Management first reported a position in J in Q4 2020 and held it in 8 quarters. The position peaked at $26.1K in Q1 2023. 717 funds tracked by Wall St. Rank hold J as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Jacobs Solutions position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 268 Jacobs Solutions shares in Q2 2023, an estimated $26.1K.
  • BerganKDV Wealth Management first reported a position in Jacobs Solutions in Q4 2020 and held it in 8 quarters.
  • BerganKDV Wealth Management's Jacobs Solutions position peaked at $26.1K in Q1 2023.
  • 717 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.