CWS
J icon

Confluence Wealth Services’s Jacobs Solutions J Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-65
Closed -$7K – 706
2021
Q4 		$7K Buy
+65
New +$7.51K ﹤0.01% 994

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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Confluence Wealth Services's J Position: Q1 2022 in Review

Confluence Wealth Services sold out of Jacobs Solutions (J) in Q1 2022, closing a stake of 65 shares — an estimated $7K sold.

Confluence Wealth Services first reported a position in J in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 701 funds tracked by Wall St. Rank hold J as of Q1 2022.

  • Confluence Wealth Services reported no remaining Jacobs Solutions position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 65 Jacobs Solutions shares in Q1 2022, an estimated $7K.
  • Confluence Wealth Services first reported a position in Jacobs Solutions in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Jacobs Solutions position peaked at $7K in Q4 2021.
  • 701 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.