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OptiFour Integrated Wealth Management’s Jacobs Solutions J Stock Holding History

OptiFour Integrated 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
Q4 		$269K Hold
3,627
– – 0.18% 62
2019
Q3 		$275K Hold
3,627
– – 0.2% 59
2019
Q2 		$253K Buy
+3,627
New +$234K 0.18% 67

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

OptiFour Integrated Wealth Management's J Position: Q4 2019 in Review

OptiFour Integrated Wealth Management held its Jacobs Solutions (J) position steady in Q4 2019 at 3,627 shares worth $269K. The position accounts for 0.18% of the portfolio, ranked #62.

OptiFour Integrated Wealth Management first reported a position in J in Q2 2019 and has held it in 3 quarters since. The position peaked at $275K in Q3 2019. 573 funds tracked by Wall St. Rank hold J as of Q4 2019.

  • OptiFour Integrated Wealth Management held 3,627 shares of Jacobs Solutions worth $269K as of Q4 2019.
  • OptiFour Integrated Wealth Management left its Jacobs Solutions share count unchanged in Q4 2019.
  • Jacobs Solutions made up 0.18% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #62 holding.
  • OptiFour Integrated Wealth Management first reported a position in Jacobs Solutions in Q2 2019 and has held it in 3 quarters since.
  • OptiFour Integrated Wealth Management's Jacobs Solutions position peaked at $275K in Q3 2019.
  • 573 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.