Center for Financial Planning’s Jacobs Solutions J Stock Holding History

Center for Financial Planning’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 Q3	–	Sell	-193	Closed	-$21K	–	509
2021 Q2	$21K	Sell	193 -5	-3%	-$565	0.01%	303
2021 Q1	$21K	Sell	198 -4	-2%	-$382	0.01%	302
2020 Q4	$18K	Hold	202	–	–	0.01%	296
2020 Q3	$15K	Hold	202	–	–	﹤0.01%	284
2020 Q2	$14K	Buy	+202	New	+$13.6K	﹤0.01%	284

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Center for Financial Planning's J Position: Q3 2021 in Review

Center for Financial Planning sold out of Jacobs Solutions (J) in Q3 2021, closing a stake of 193 shares — an estimated $21K sold.

Center for Financial Planning first reported a position in J in Q2 2020 and held it in 5 quarters. The position peaked at $21K in Q2 2021. 659 funds tracked by Wall St. Rank hold J as of Q3 2021.

Center for Financial Planning reported no remaining Jacobs Solutions position as of Q3 2021 after selling out during the quarter.
Center for Financial Planning sold 193 Jacobs Solutions shares in Q3 2021, an estimated $21K.
Center for Financial Planning first reported a position in Jacobs Solutions in Q2 2020 and held it in 5 quarters.
Center for Financial Planning's Jacobs Solutions position peaked at $21K in Q2 2021.
659 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2021.

Based on Center for Financial Planning's 13F filing for Q3 2021, filed 27 Oct 2021.