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TCI Wealth Advisors’s Jacobs Solutions J Stock Holding History

TCI 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
2023
Q2 		– Sell
-57
Closed -$5.52K – 1224
2023
Q1 		$5.52K Hold
57
– – ﹤0.01% 1458
2022
Q4 		$5.64K Sell
57
-29
-34% -$2.85K ﹤0.01% 1440
2022
Q3 		$8K Sell
86
-14
-14% -$1.45K ﹤0.01% 1158
2022
Q2 		$11K Buy
100
+41
+69% +$4.59K ﹤0.01% 953
2022
Q1 		$7K Sell
59
-38
-39% -$4.08K ﹤0.01% 1326
2021
Q4 		$11K Buy
97
+11
+13% +$1.27K ﹤0.01% 1095
2021
Q3 		$9K Buy
86
+30
+54% +$3.32K ﹤0.01% 1170
2021
Q2 		$6K Buy
56
+11
+24% +$1.24K ﹤0.01% 1324
2021
Q1 		$5K Buy
+45
New +$4.3K ﹤0.01% 1267
2018
Q4 		– Sell
-69
Closed -$4K – 1535
2018
Q3 		$4K Hold
69
– – ﹤0.01% 848
2018
Q2 		$4K Buy
+69
New +$3.55K ﹤0.01% 851

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

TCI Wealth Advisors's J Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Jacobs Solutions (J) in Q2 2023, closing a stake of 57 shares — an estimated $5.52K sold.

TCI Wealth Advisors first reported a position in J in Q2 2018 and held it in 11 quarters. The position peaked at $11K in Q2 2022. 717 funds tracked by Wall St. Rank hold J as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Jacobs Solutions position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 57 Jacobs Solutions shares in Q2 2023, an estimated $5.52K.
  • TCI Wealth Advisors first reported a position in Jacobs Solutions in Q2 2018 and held it in 11 quarters.
  • TCI Wealth Advisors's Jacobs Solutions position peaked at $11K in Q2 2022.
  • 717 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.