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Capital Asset Advisory Services’s Jacobs Solutions J Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-1,097
Closed -$99K – 1079
2020
Q4 		$99K Buy
+1,097
New +$93K 0.02% 464

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Capital Asset Advisory Services's J Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Jacobs Solutions (J) in Q1 2021, closing a stake of 1,097 shares — an estimated $99K sold.

Capital Asset Advisory Services first reported a position in J in Q4 2020 and held it in 1 quarter. The position peaked at $99K in Q4 2020. 648 funds tracked by Wall St. Rank hold J as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Jacobs Solutions position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 1,097 Jacobs Solutions shares in Q1 2021, an estimated $99K.
  • Capital Asset Advisory Services first reported a position in Jacobs Solutions in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Jacobs Solutions position peaked at $99K in Q4 2020.
  • 648 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.