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Liberty Wealth Management’s Jacobs Solutions J Stock Holding History

Liberty Wealth 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
Q4 		– Sell
-24
Closed -$2K – 655
2021
Q3 		$2K Buy
24
+12
+100% +$1.33K ﹤0.01% 1062
2021
Q2 		$1K Hold
12
– – ﹤0.01% 1004
2021
Q1 		$1K Hold
12
– – ﹤0.01% 877
2020
Q4 		$1K Buy
+12
New +$1.02K ﹤0.01% 876
2020
Q2 		– Sell
-37
Closed -$2K – 918
2020
Q1 		$2K Buy
+37
New +$2.78K ﹤0.01% 731

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Liberty Wealth Management's J Position: Q4 2021 in Review

Liberty Wealth Management sold out of Jacobs Solutions (J) in Q4 2021, closing a stake of 24 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in J in Q1 2020 and held it in 5 quarters. The position peaked at $2K in Q3 2021. 722 funds tracked by Wall St. Rank hold J as of Q4 2021.

  • Liberty Wealth Management reported no remaining Jacobs Solutions position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 24 Jacobs Solutions shares in Q4 2021, an estimated $2K.
  • Liberty Wealth Management first reported a position in Jacobs Solutions in Q1 2020 and held it in 5 quarters.
  • Liberty Wealth Management's Jacobs Solutions position peaked at $2K in Q3 2021.
  • 722 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.