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Northwest Wealth Management’s Jacobs Solutions J Stock Holding History

Northwest 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
2019
Q2 		– Sell
-508
Closed -$32K – 310
2019
Q1 		$32K Hold
508
– – 0.02% 257
2018
Q4 		$25K Hold
508
– – 0.02% 265
2018
Q3 		$32K Hold
508
– – 0.02% 252
2018
Q2 		$27K Buy
508
+381
+300% +$19.6K 0.02% 276
2018
Q1 		$6K Buy
+127
New +$6.72K ﹤0.01% 403

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
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwest Wealth Management's J Position: Q2 2019 in Review

Northwest Wealth Management sold out of Jacobs Solutions (J) in Q2 2019, closing a stake of 508 shares — an estimated $32K sold.

Northwest Wealth Management first reported a position in J in Q1 2018 and held it in 5 quarters. The position peaked at $32K in Q1 2019. 539 funds tracked by Wall St. Rank hold J as of Q2 2019.

  • Northwest Wealth Management reported no remaining Jacobs Solutions position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 508 Jacobs Solutions shares in Q2 2019, an estimated $32K.
  • Northwest Wealth Management first reported a position in Jacobs Solutions in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's Jacobs Solutions position peaked at $32K in Q1 2019.
  • 539 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.