PRW Wealth Management’s Jacobs Solutions J Stock Holding History

PRW 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	-41	Closed	-$3K	–	364
2019 Q1	$3K	Hold	41	–	–	﹤0.01%	462
2018 Q4	$2K	Buy	+41	New	+$2.34K	﹤0.01%	508

Other funds holding J

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $19.5B AUM 17.33% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PRW Wealth Management sold out of Jacobs Solutions (J) in Q2 2019, closing a stake of 41 shares — an estimated $3K sold.

PRW Wealth Management first reported a position in J in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 539 funds tracked by Wall St. Rank hold J as of Q2 2019.

PRW Wealth Management reported no remaining Jacobs Solutions position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 41 Jacobs Solutions shares in Q2 2019, an estimated $3K.
PRW Wealth Management first reported a position in Jacobs Solutions in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Jacobs Solutions position peaked at $3K in Q1 2019.
539 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.