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Laurel Wealth Advisors (California)’s Jacobs Solutions J Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$265K Sell
2,665
-169
-6% -$16.6K 0.03% 543
2022
Q3 		$254K Hold
2,834
– – 0.03% 538
2022
Q2 		$298K Sell
2,834
-846
-23% -$94.7K 0.03% 493
2022
Q1 		$420K Hold
3,680
– – 0.03% 466
2021
Q4 		$424K Buy
+3,680
New +$425K 0.03% 498

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Laurel Wealth Advisors (California)'s J Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Jacobs Solutions (J) stake by 6% in Q4 2022, selling an estimated $16.6K and leaving 2,665 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #543.

Laurel Wealth Advisors (California) first reported a position in J in Q4 2021 and has held it in 5 quarters since. The position peaked at $424K in Q4 2021. 686 funds tracked by Wall St. Rank hold J as of Q4 2022.

  • Laurel Wealth Advisors (California) held 2,665 shares of Jacobs Solutions worth $265K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 169 Jacobs Solutions shares in Q4 2022, an estimated $16.6K.
  • Jacobs Solutions made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #543 holding.
  • Laurel Wealth Advisors (California) first reported a position in Jacobs Solutions in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s Jacobs Solutions position peaked at $424K in Q4 2021.
  • 686 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.