SeaCrest Wealth Management’s Jacobs Solutions J Stock Holding History

SeaCrest 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
2022 Q3	–	Sell	-453	Closed	-$48K	–	1074
2022 Q2	$48K	Buy	+453	New	+$50.7K	0.01%	1137
2019 Q2	–	Sell	-288	Closed	-$18K	–	1196
2019 Q1	$18K	Hold	288	–	–	﹤0.01%	1332
2018 Q4	$14K	Sell	288 -119	-29%	-$6.8K	﹤0.01%	1376
2018 Q3	$26K	Hold	407	–	–	﹤0.01%	1268
2018 Q2	$21K	Buy	407 +33	+9%	+$1.7K	﹤0.01%	1342
2018 Q1	$18K	Buy	374 +272	+267%	+$14.4K	﹤0.01%	1368
2017 Q4	$6K	Buy	+102	New	+$5.23K	﹤0.01%	1759

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

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

SeaCrest Wealth Management's J Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Jacobs Solutions (J) in Q3 2022, closing a stake of 453 shares — an estimated $48K sold.

SeaCrest Wealth Management first reported a position in J in Q4 2017 and held it in 7 quarters. The position peaked at $48K in Q2 2022. 623 funds tracked by Wall St. Rank hold J as of Q3 2022.

SeaCrest Wealth Management reported no remaining Jacobs Solutions position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 453 Jacobs Solutions shares in Q3 2022, an estimated $48K.
SeaCrest Wealth Management first reported a position in Jacobs Solutions in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Jacobs Solutions position peaked at $48K in Q2 2022.
623 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.