Total Clarity Wealth Management’s Jacobs Solutions J Stock Holding History

Total Clarity 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	-962	Closed	-$101K	–	614
2022 Q2	$101K	Buy	+962	New	+$108K	0.05%	317
2022 Q1	–	Sell	-1,106	Closed	-$127K	–	573
2021 Q4	$127K	Hold	1,106	–	–	0.06%	281
2021 Q3	$121K	Buy	+1,106	New	+$122K	0.06%	279
2021 Q2	–	Sell	-1,118	Closed	-$120K	–	468
2021 Q1	$120K	Buy	+1,118	New	+$107K	0.07%	222

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

Total Clarity Wealth Management's J Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Jacobs Solutions (J) in Q3 2022, closing a stake of 962 shares — an estimated $101K sold.

Total Clarity Wealth Management first reported a position in J in Q1 2021 and held it in 4 quarters. The position peaked at $127K in Q4 2021. 623 funds tracked by Wall St. Rank hold J as of Q3 2022.

Total Clarity Wealth Management reported no remaining Jacobs Solutions position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 962 Jacobs Solutions shares in Q3 2022, an estimated $101K.
Total Clarity Wealth Management first reported a position in Jacobs Solutions in Q1 2021 and held it in 4 quarters.
Total Clarity Wealth Management's Jacobs Solutions position peaked at $127K in Q4 2021.
623 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.