Financial Advocates Investment Management’s Jacobs Solutions J Stock Holding History

Financial Advocates Investment 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
2021 Q2	–	Sell	-2,127	Closed	-$228K	–	795
2021 Q1	$228K	Buy	+2,127	New	+$203K	0.02%	685
2019 Q3	–	Sell	-3,649	Closed	-$254K	–	494
2019 Q2	$254K	Sell	3,649 -423	-10%	-$27.3K	0.03%	397
2019 Q1	$253K	Sell	4,072 -1,470	-27%	-$82.8K	0.03%	392
2018 Q4	$268K	Buy	5,542 +1	+0%	+$57	0.04%	358
2018 Q3	$351K	Sell	5,541 -222	-4%	-$13K	0.04%	350
2018 Q2	$305K	Sell	5,763 -1,417	-20%	-$72.9K	0.04%	365
2018 Q1	$351K	Buy	7,180 +146	+2%	+$7.73K	0.05%	333
2017 Q4	$384K	Buy	+7,034	New	+$361K	0.05%	304

Other funds holding J

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

RCG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Advocates Investment Management's J Position: Q2 2021 in Review

Financial Advocates Investment Management sold out of Jacobs Solutions (J) in Q2 2021, closing a stake of 2,127 shares — an estimated $228K sold.

Financial Advocates Investment Management first reported a position in J in Q4 2017 and held it in 8 quarters. The position peaked at $384K in Q4 2017. 688 funds tracked by Wall St. Rank hold J as of Q2 2021.

Financial Advocates Investment Management reported no remaining Jacobs Solutions position as of Q2 2021 after selling out during the quarter.
Financial Advocates Investment Management sold 2,127 Jacobs Solutions shares in Q2 2021, an estimated $228K.
Financial Advocates Investment Management first reported a position in Jacobs Solutions in Q4 2017 and held it in 8 quarters.
Financial Advocates Investment Management's Jacobs Solutions position peaked at $384K in Q4 2017.
688 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2021.

Based on Financial Advocates Investment Management's 13F filing for Q2 2021, filed 3 Aug 2021.