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Prospera Financial Services’s Jacobs Solutions J Stock Holding History

Prospera Financial Services’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
-762
Closed -$80K – 1228
2022
Q2 		$80K Sell
762
-483
-39% -$54.1K ﹤0.01% 943
2022
Q1 		$142K Buy
+1,245
New +$134K 0.01% 994
2020
Q4 		– Sell
-602
Closed -$46K – 1119
2020
Q3 		$46K Buy
+602
New +$44K 0.02% 648

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Mackenzie Financial
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
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Prospera Financial Services's J Position: Q3 2022 in Review

Prospera Financial Services sold out of Jacobs Solutions (J) in Q3 2022, closing a stake of 762 shares — an estimated $80K sold.

Prospera Financial Services first reported a position in J in Q3 2020 and held it in 3 quarters. The position peaked at $142K in Q1 2022. 623 funds tracked by Wall St. Rank hold J as of Q3 2022.

  • Prospera Financial Services reported no remaining Jacobs Solutions position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 762 Jacobs Solutions shares in Q3 2022, an estimated $80K.
  • Prospera Financial Services first reported a position in Jacobs Solutions in Q3 2020 and held it in 3 quarters.
  • Prospera Financial Services's Jacobs Solutions position peaked at $142K in Q1 2022.
  • 623 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.