Evolution Wealth Advisors’s Jacobs Solutions J Stock Holding History

Evolution 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
2021 Q4	–	Sell	-24	Closed	-$3K	–	393
2021 Q3	$3K	Hold	24	–	–	﹤0.01%	608
2021 Q2	$3K	Hold	24	–	–	﹤0.01%	591
2021 Q1	$3K	Hold	24	–	–	﹤0.01%	601
2020 Q4	$2K	Hold	24	–	–	﹤0.01%	558
2020 Q3	$2K	Hold	24	–	–	﹤0.01%	543
2020 Q2	$2K	Buy	+24	New	+$1.62K	﹤0.01%	483
2019 Q3	–	Sell	-24	Closed	-$2K	–	540
2019 Q2	$2K	Buy	+24	New	+$1.55K	﹤0.01%	419

Other funds holding J

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Evolution Wealth Advisors's J Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Jacobs Solutions (J) in Q4 2021, closing a stake of 24 shares — an estimated $3K sold.

Evolution Wealth Advisors first reported a position in J in Q2 2019 and held it in 7 quarters. The position peaked at $3K in Q3 2021. 722 funds tracked by Wall St. Rank hold J as of Q4 2021.

Evolution Wealth Advisors reported no remaining Jacobs Solutions position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 24 Jacobs Solutions shares in Q4 2021, an estimated $3K.
Evolution Wealth Advisors first reported a position in Jacobs Solutions in Q2 2019 and held it in 7 quarters.
Evolution Wealth Advisors's Jacobs Solutions position peaked at $3K in Q3 2021.
722 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.