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Meridian Wealth Management’s Jacobs Solutions J Stock Holding History

Meridian 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
2023
Q1 		– Sell
-2,996
Closed -$298K – 555
2022
Q4 		$298K Hold
2,996
– – 0.03% 415
2022
Q3 		$269K Hold
2,996
– – 0.03% 387
2022
Q2 		$315K Hold
2,996
– – 0.03% 431
2022
Q1 		$341K Sell
2,996
-286
-9% -$30.7K 0.04% 291
2021
Q4 		$378K Buy
3,282
+75
+2% +$8.67K 0.04% 277
2021
Q3 		$352K Buy
3,207
+829
+35% +$91.6K 0.04% 282
2021
Q2 		$262K Hold
2,378
– – 0.03% 323
2021
Q1 		$254K Buy
+2,378
New +$227K 0.04% 301

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

Meridian Wealth Management's J Position: Q1 2023 in Review

Meridian Wealth Management sold out of Jacobs Solutions (J) in Q1 2023, closing a stake of 2,996 shares — an estimated $298K sold.

Meridian Wealth Management first reported a position in J in Q1 2021 and held it in 8 quarters. The position peaked at $378K in Q4 2021. 680 funds tracked by Wall St. Rank hold J as of Q1 2023.

  • Meridian Wealth Management reported no remaining Jacobs Solutions position as of Q1 2023 after selling out during the quarter.
  • Meridian Wealth Management sold 2,996 Jacobs Solutions shares in Q1 2023, an estimated $298K.
  • Meridian Wealth Management first reported a position in Jacobs Solutions in Q1 2021 and held it in 8 quarters.
  • Meridian Wealth Management's Jacobs Solutions position peaked at $378K in Q4 2021.
  • 680 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2023.

Based on Meridian Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.