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Personal Wealth Partners’s Jacobs Solutions J Stock Holding History

Personal Wealth Partners’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
2020
Q1 		– Sell
-8
Closed -$1K – 326
2019
Q4 		$1K Hold
8
– – ﹤0.01% 428
2019
Q3 		$1K Buy
+8
New +$572 ﹤0.01% 443

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Personal Wealth Partners's J Position: Q1 2020 in Review

Personal Wealth Partners sold out of Jacobs Solutions (J) in Q1 2020, closing a stake of 8 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in J in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 556 funds tracked by Wall St. Rank hold J as of Q1 2020.

  • Personal Wealth Partners reported no remaining Jacobs Solutions position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 8 Jacobs Solutions shares in Q1 2020, an estimated $1K.
  • Personal Wealth Partners first reported a position in Jacobs Solutions in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Jacobs Solutions position peaked at $1K in Q4 2019.
  • 556 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.