My Personal CFO LLC’s Jacobs Solutions J Stock Holding History

My Personal CFO LLC’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	-24	Closed	-$2.4K	–	450
2022 Q4	$2.4K	Buy	+24	New	+$2.36K	﹤0.01%	484

Other funds holding J

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

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

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

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

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

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

My Personal CFO LLC's J Position: Q1 2023 in Review

My Personal CFO LLC sold out of Jacobs Solutions (J) in Q1 2023, closing a stake of 24 shares — an estimated $2.4K sold.

My Personal CFO LLC first reported a position in J in Q4 2022 and held it in 1 quarter. The position peaked at $2.4K in Q4 2022. 680 funds tracked by Wall St. Rank hold J as of Q1 2023.

My Personal CFO LLC reported no remaining Jacobs Solutions position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 24 Jacobs Solutions shares in Q1 2023, an estimated $2.4K.
My Personal CFO LLC first reported a position in Jacobs Solutions in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Jacobs Solutions position peaked at $2.4K in Q4 2022.
680 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.