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Fortitude Advisory Group’s Jacobs Solutions J Stock Holding History

Fortitude Advisory Group’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
-1,526
Closed -$174K – 742
2022
Q1 		$174K Sell
1,526
-223
-13% -$23.9K 0.09% 225
2021
Q4 		$201K Buy
+1,749
New +$202K 0.1% 199

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
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

Fortitude Advisory Group's J Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Jacobs Solutions (J) in Q2 2022, closing a stake of 1,526 shares — an estimated $174K sold.

Fortitude Advisory Group first reported a position in J in Q4 2021 and held it in 2 quarters. The position peaked at $201K in Q4 2021. 692 funds tracked by Wall St. Rank hold J as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Jacobs Solutions position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 1,526 Jacobs Solutions shares in Q2 2022, an estimated $174K.
  • Fortitude Advisory Group first reported a position in Jacobs Solutions in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Jacobs Solutions position peaked at $201K in Q4 2021.
  • 692 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.