Bradley & Co Private Wealth Management’s Jacobs Solutions J Stock Holding History

Bradley & Co Private 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 Q3	–	Sell	-2,182	Closed	-$229K	–	183
2022 Q2	$229K	Hold	2,182	–	–	0.25%	41
2022 Q1	$249K	Hold	2,182	–	–	0.21%	42
2021 Q4	$251K	Hold	2,182	–	–	0.2%	43
2021 Q3	$239K	Hold	2,182	–	–	0.21%	44
2021 Q2	$241K	Sell	2,182 -16	-0.7%	-$1.81K	0.21%	46
2021 Q1	$235K	Buy	+2,198	New	+$210K	0.22%	47

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

RCG

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Bradley & Co Private Wealth Management's J Position: Q3 2022 in Review

Bradley & Co Private Wealth Management sold out of Jacobs Solutions (J) in Q3 2022, closing a stake of 2,182 shares — an estimated $229K sold.

Bradley & Co Private Wealth Management first reported a position in J in Q1 2021 and held it in 6 quarters. The position peaked at $251K in Q4 2021. 623 funds tracked by Wall St. Rank hold J as of Q3 2022.

Bradley & Co Private Wealth Management reported no remaining Jacobs Solutions position as of Q3 2022 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 2,182 Jacobs Solutions shares in Q3 2022, an estimated $229K.
Bradley & Co Private Wealth Management first reported a position in Jacobs Solutions in Q1 2021 and held it in 6 quarters.
Bradley & Co Private Wealth Management's Jacobs Solutions position peaked at $251K in Q4 2021.
623 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2022.

Based on Bradley & Co Private Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.