Certified Advisory Corp’s Jacobs Solutions J Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-295	Closed	-$32K	–	479
2021 Q1	$32K	Buy	+295	New	+$28.2K	0.01%	417
2019 Q4	–	Sell	-121	Closed	-$9.16K	–	826
2019 Q3	$9K	Hold	121	–	–	﹤0.01%	599
2019 Q2	$8K	Buy	+121	New	+$7.81K	﹤0.01%	620

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

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

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

Certified Advisory Corp's J Position: Q2 2021 in Review

Certified Advisory Corp sold out of Jacobs Solutions (J) in Q2 2021, closing a stake of 295 shares — an estimated $32K sold.

Certified Advisory Corp first reported a position in J in Q2 2019 and held it in 3 quarters. The position peaked at $32K in Q1 2021. 688 funds tracked by Wall St. Rank hold J as of Q2 2021.

Certified Advisory Corp reported no remaining Jacobs Solutions position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 295 Jacobs Solutions shares in Q2 2021, an estimated $32K.
Certified Advisory Corp first reported a position in Jacobs Solutions in Q2 2019 and held it in 3 quarters.
Certified Advisory Corp's Jacobs Solutions position peaked at $32K in Q1 2021.
688 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.