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Clarus Wealth Advisors’s Jacobs Solutions J Stock Holding History

Clarus Wealth Advisors’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
2019
Q3 		– Sell
-1,338
Closed -$93K – 364
2019
Q2 		$93K Buy
1,338
+3
+0.2% +$194 0.07% 204
2019
Q1 		$83K Buy
1,335
+3
+0.2% +$169 0.06% 219
2018
Q4 		$64K Buy
1,332
+2
+0.2% +$114 0.1% 228
2018
Q3 		$84K Buy
1,330
+6
+0.5% +$352 0.05% 225
2018
Q2 		$65K Buy
+1,324
New +$68.1K 0.05% 246

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Clarus Wealth Advisors's J Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Jacobs Solutions (J) in Q3 2019, closing a stake of 1,338 shares — an estimated $93K sold.

Clarus Wealth Advisors first reported a position in J in Q2 2018 and held it in 5 quarters. The position peaked at $93K in Q2 2019. 549 funds tracked by Wall St. Rank hold J as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Jacobs Solutions position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 1,338 Jacobs Solutions shares in Q3 2019, an estimated $93K.
  • Clarus Wealth Advisors first reported a position in Jacobs Solutions in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Jacobs Solutions position peaked at $93K in Q2 2019.
  • 549 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.