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Empirical Wealth Management’s Jacobs Solutions J Stock Holding History

Empirical Wealth Management’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
-3,230
Closed -$368K – 499
2022
Q1 		$368K Buy
+3,230
New +$347K 0.02% 371

Other funds holding J

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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

Empirical Wealth Management's J Position: Q2 2022 in Review

Empirical Wealth Management sold out of Jacobs Solutions (J) in Q2 2022, closing a stake of 3,230 shares — an estimated $368K sold.

Empirical Wealth Management first reported a position in J in Q1 2022 and held it in 1 quarter. The position peaked at $368K in Q1 2022. 692 funds tracked by Wall St. Rank hold J as of Q2 2022.

  • Empirical Wealth Management reported no remaining Jacobs Solutions position as of Q2 2022 after selling out during the quarter.
  • Empirical Wealth Management sold 3,230 Jacobs Solutions shares in Q2 2022, an estimated $368K.
  • Empirical Wealth Management first reported a position in Jacobs Solutions in Q1 2022 and held it in 1 quarter.
  • Empirical Wealth Management's Jacobs Solutions position peaked at $368K in Q1 2022.
  • 692 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2022.

Based on Empirical Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.