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Regent Peak Wealth Advisors’s Jacobs Solutions J Stock Holding History

Regent Peak Wealth Advisors’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
2021
Q1 		– Sell
-1,025
Closed -$92K – 564
2020
Q4 		$92K Buy
+1,025
New +$86.9K 0.03% 230

Other funds holding J

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Regent Peak Wealth Advisors's J Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Jacobs Solutions (J) in Q1 2021, closing a stake of 1,025 shares — an estimated $92K sold.

Regent Peak Wealth Advisors first reported a position in J in Q4 2020 and held it in 1 quarter. The position peaked at $92K in Q4 2020. 648 funds tracked by Wall St. Rank hold J as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Jacobs Solutions position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 1,025 Jacobs Solutions shares in Q1 2021, an estimated $92K.
  • Regent Peak Wealth Advisors first reported a position in Jacobs Solutions in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Jacobs Solutions position peaked at $92K in Q4 2020.
  • 648 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.