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Concord Wealth Partners’s Jacobs Solutions J Stock Holding History

Concord Wealth Partners’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
2022
Q2 		– Sell
-7
Closed -$1K – 1303
2022
Q1 		$1K Hold
7
– – ﹤0.01% 1212
2021
Q4 		$1K Hold
7
– – ﹤0.01% 1230
2021
Q3 		$1K Sell
7
-1
-13% -$111 ﹤0.01% 844
2021
Q2 		$1K Buy
8
+4
+100% +$452 ﹤0.01% 977
2021
Q1 		$0 Buy
+4
New +$382 ﹤0.01% 1035

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Capital International Investors
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concord Wealth Partners's J Position: Q2 2022 in Review

Concord Wealth Partners sold out of Jacobs Solutions (J) in Q2 2022, closing a stake of 7 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in J in Q1 2021 and held it in 5 quarters. The position peaked at $1K in Q1 2022. 692 funds tracked by Wall St. Rank hold J as of Q2 2022.

  • Concord Wealth Partners reported no remaining Jacobs Solutions position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 7 Jacobs Solutions shares in Q2 2022, an estimated $1K.
  • Concord Wealth Partners first reported a position in Jacobs Solutions in Q1 2021 and held it in 5 quarters.
  • Concord Wealth Partners's Jacobs Solutions position peaked at $1K in Q1 2022.
  • 692 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.