Patriot Financial Group Insurance Agency’s Jacobs Solutions J Stock Holding History

Patriot Financial Group Insurance Agency’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	-585	Closed	-$61K	–	1186
2022 Q2	$61K	Buy	585 +1	+0.2%	+$112	0.01%	668
2022 Q1	$67K	Hold	584	–	–	0.01%	698
2021 Q4	$67K	Buy	584 +1	+0.2%	+$116	0.01%	767
2021 Q3	$64K	Hold	583	–	–	0.01%	783
2021 Q2	$64K	Buy	583 +1	+0.2%	+$113	0.01%	766
2021 Q1	$62K	Hold	582	–	–	0.01%	700
2020 Q4	$52K	Buy	582 +2	+0.3%	+$170	0.01%	677
2020 Q3	$45K	Buy	580 +1	+0.2%	+$73	0.01%	562
2020 Q2	$41K	Sell	579 -44	-7%	-$2.97K	0.02%	564
2020 Q1	$41K	Buy	623 +259	+71%	+$19.5K	0.02%	497
2019 Q4	$27K	Hold	364	–	–	0.01%	612
2019 Q3	$28K	Buy	364 +1	+0.3%	+$72	0.01%	559
2019 Q2	$25K	Hold	363	–	–	0.01%	576
2019 Q1	$23K	Hold	363	–	–	0.01%	518
2018 Q4	$18K	Hold	363	–	–	0.01%	499
2018 Q3	$23K	Buy	+363	New	+$21.3K	0.01%	459

Other funds holding J

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Patriot Financial Group Insurance Agency's J Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Jacobs Solutions (J) in Q3 2022, closing a stake of 585 shares — an estimated $61K sold.

Patriot Financial Group Insurance Agency first reported a position in J in Q3 2018 and held it in 16 quarters. The position peaked at $67K in Q1 2022. 623 funds tracked by Wall St. Rank hold J as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Jacobs Solutions position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 585 Jacobs Solutions shares in Q3 2022, an estimated $61K.
Patriot Financial Group Insurance Agency first reported a position in Jacobs Solutions in Q3 2018 and held it in 16 quarters.
Patriot Financial Group Insurance Agency's Jacobs Solutions position peaked at $67K in Q1 2022.
623 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.