Motive Wealth Advisors’s Jacobs Solutions J Stock Holding History

Motive 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
2022 Q3	–	Sell	-6,429	Closed	-$676K	–	68
2022 Q2	$676K	Sell	6,429 -888	-12%	-$99.4K	0.53%	38
2022 Q1	$834K	Buy	7,317 +156	+2%	+$16.7K	0.57%	36
2021 Q4	$825K	Sell	7,161 -298	-4%	-$34.5K	0.5%	38
2021 Q3	$818K	Sell	7,459 -49	-0.7%	-$5.42K	0.55%	38
2021 Q2	$829K	Buy	+7,508	New	+$849K	0.59%	40

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Motive Wealth Advisors's J Position: Q3 2022 in Review

Motive Wealth Advisors sold out of Jacobs Solutions (J) in Q3 2022, closing a stake of 6,429 shares — an estimated $676K sold.

Motive Wealth Advisors first reported a position in J in Q2 2021 and held it in 5 quarters. The position peaked at $834K in Q1 2022. 623 funds tracked by Wall St. Rank hold J as of Q3 2022.

Motive Wealth Advisors reported no remaining Jacobs Solutions position as of Q3 2022 after selling out during the quarter.
Motive Wealth Advisors sold 6,429 Jacobs Solutions shares in Q3 2022, an estimated $676K.
Motive Wealth Advisors first reported a position in Jacobs Solutions in Q2 2021 and held it in 5 quarters.
Motive Wealth Advisors's Jacobs Solutions position peaked at $834K in Q1 2022.
623 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2022.

Based on Motive Wealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.