Clearview Wealth Advisors’s Jacobs Solutions J Stock Holding History

Clearview 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
2023 Q3	–	Sell	-12	Closed	-$1.19K	–	377
2023 Q2	$1.19K	Buy	+12	New	+$1.14K	﹤0.01%	585
2022 Q1	–	Sell	-126	Closed	-$14K	–	658
2021 Q4	$14K	Hold	126	–	–	0.01%	370
2021 Q3	$14K	Hold	126	–	–	0.01%	377
2021 Q2	$14K	Hold	126	–	–	0.01%	377
2021 Q1	$13K	Hold	126	–	–	0.01%	378
2020 Q4	$11K	Buy	+126	New	+$10.7K	0.01%	366

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

RCG

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Clearview Wealth Advisors's J Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Jacobs Solutions (J) in Q3 2023, closing a stake of 12 shares — an estimated $1.19K sold.

Clearview Wealth Advisors first reported a position in J in Q4 2020 and held it in 6 quarters. The position peaked at $14K in Q4 2021. 738 funds tracked by Wall St. Rank hold J as of Q3 2023.

Clearview Wealth Advisors reported no remaining Jacobs Solutions position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 12 Jacobs Solutions shares in Q3 2023, an estimated $1.19K.
Clearview Wealth Advisors first reported a position in Jacobs Solutions in Q4 2020 and held it in 6 quarters.
Clearview Wealth Advisors's Jacobs Solutions position peaked at $14K in Q4 2021.
738 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.