TCWP’s Jacobs Solutions J Stock Holding History

TCWP’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 Q2	–	Sell	-417	Closed	-$47K	–	1013
2022 Q1	$47K	Buy	+417	New	+$44.7K	0.01%	489

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

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCWP's J Position: Q2 2022 in Review

TCWP sold out of Jacobs Solutions (J) in Q2 2022, closing a stake of 417 shares — an estimated $47K sold.

TCWP first reported a position in J in Q1 2022 and held it in 1 quarter. The position peaked at $47K in Q1 2022. 692 funds tracked by Wall St. Rank hold J as of Q2 2022.

TCWP reported no remaining Jacobs Solutions position as of Q2 2022 after selling out during the quarter.
TCWP sold 417 Jacobs Solutions shares in Q2 2022, an estimated $47K.
TCWP first reported a position in Jacobs Solutions in Q1 2022 and held it in 1 quarter.
TCWP's Jacobs Solutions position peaked at $47K in Q1 2022.
692 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.