SteelPeak Wealth’s Jacobs Solutions J Stock Holding History

SteelPeak Wealth’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	-5,483	Closed	-$577K	–	421
2022 Q2	$577K	Buy	+5,483	New	+$614K	0.04%	236

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

SteelPeak Wealth's J Position: Q3 2022 in Review

SteelPeak Wealth sold out of Jacobs Solutions (J) in Q3 2022, closing a stake of 5,483 shares — an estimated $577K sold.

SteelPeak Wealth first reported a position in J in Q2 2022 and held it in 1 quarter. The position peaked at $577K in Q2 2022. 623 funds tracked by Wall St. Rank hold J as of Q3 2022.

SteelPeak Wealth reported no remaining Jacobs Solutions position as of Q3 2022 after selling out during the quarter.
SteelPeak Wealth sold 5,483 Jacobs Solutions shares in Q3 2022, an estimated $577K.
SteelPeak Wealth first reported a position in Jacobs Solutions in Q2 2022 and held it in 1 quarter.
SteelPeak Wealth's Jacobs Solutions position peaked at $577K in Q2 2022.
623 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2022.

Based on SteelPeak Wealth's 13F filing for Q3 2022, filed 26 Oct 2022.