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Lenox Wealth Advisors’s Jacobs Solutions J Stock Holding History

Lenox 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
2020
Q3 		– Sell
-25
Closed -$2K – 612
2020
Q2 		$2K Hold
25
– – ﹤0.01% 521
2020
Q1 		$2K Buy
+25
New +$1.88K ﹤0.01% 589
2014
Q1 		– Sell
-363
Closed -$19K – 266
2013
Q4 		$19K Hold
363
– – 0.01% 115
2013
Q3 		$17K Hold
363
– – 0.02% 71
2013
Q2 		$17K Buy
+363
New +$16.1K 0.02% 75

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Lenox Wealth Advisors's J Position: Q3 2020 in Review

Lenox Wealth Advisors sold out of Jacobs Solutions (J) in Q3 2020, closing a stake of 25 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in J in Q2 2013 and held it in 5 quarters. The position peaked at $19K in Q4 2013. 570 funds tracked by Wall St. Rank hold J as of Q3 2020.

  • Lenox Wealth Advisors reported no remaining Jacobs Solutions position as of Q3 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 25 Jacobs Solutions shares in Q3 2020, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Jacobs Solutions in Q2 2013 and held it in 5 quarters.
  • Lenox Wealth Advisors's Jacobs Solutions position peaked at $19K in Q4 2013.
  • 570 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2020.

Based on Lenox Wealth Advisors's 13F filing for Q3 2020, filed 7 Oct 2020.