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First Personal Financial Services’s Jacobs Solutions J Stock Holding History

First Personal Financial 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
2020
Q1 		– Sell
-10
Closed -$1K – 414
2019
Q4 		$1K Sell
10
-1,263
-99% -$95.6K ﹤0.01% 448
2019
Q3 		$96K Sell
1,273
-238
-16% -$17K 0.03% 185
2019
Q2 		$105K Buy
1,511
+9
+0.6% +$581 0.03% 213
2019
Q1 		$93K Hold
1,502
– – 0.03% 207
2018
Q4 		$73K Hold
1,502
– – 0.03% 221
2018
Q3 		$95K Buy
1,502
+159
+12% +$9.33K 0.03% 214
2018
Q2 		$71K Sell
1,343
-99
-7% -$5.09K 0.02% 232
2018
Q1 		$71K Buy
1,442
+136
+10% +$7.2K 0.02% 365
2017
Q4 		$71K Buy
+1,306
New +$67K 0.01% 401

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
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
T. Rowe Price Associates
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Personal Financial Services's J Position: Q1 2020 in Review

First Personal Financial Services sold out of Jacobs Solutions (J) in Q1 2020, closing a stake of 10 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in J in Q4 2017 and held it in 9 quarters. The position peaked at $105K in Q2 2019. 556 funds tracked by Wall St. Rank hold J as of Q1 2020.

  • First Personal Financial Services reported no remaining Jacobs Solutions position as of Q1 2020 after selling out during the quarter.
  • First Personal Financial Services sold 10 Jacobs Solutions shares in Q1 2020, an estimated $1K.
  • First Personal Financial Services first reported a position in Jacobs Solutions in Q4 2017 and held it in 9 quarters.
  • First Personal Financial Services's Jacobs Solutions position peaked at $105K in Q2 2019.
  • 556 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.