Transform Wealth’s Jacobs Solutions J Stock Holding History

Transform 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 Q2	–	Sell	-2,800	Closed	-$319K	–	209
2022 Q1	$319K	Hold	2,800	–	–	0.04%	200
2021 Q4	$322K	Hold	2,800	–	–	0.03%	186
2021 Q3	$307K	Hold	2,800	–	–	0.04%	192
2021 Q2	$309K	Buy	+2,800	New	+$317K	0.04%	200
2020 Q4	–	Sell	-3,676	Closed	-$282K	–	214
2020 Q3	$282K	Hold	3,676	–	–	0.05%	183
2020 Q2	$258K	Hold	3,676	–	–	0.04%	196
2020 Q1	$241K	Sell	3,676 -1,052	-22%	-$79.1K	0.05%	182
2019 Q4	$351K	Hold	4,728	–	–	0.06%	176
2019 Q3	$358K	Hold	4,728	–	–	0.06%	163
2019 Q2	$330K	Sell	4,728 -377	-7%	-$24.3K	0.05%	205
2019 Q1	$318K	Buy	5,105 +388	+8%	+$21.9K	0.06%	139
2018 Q4	$228K	Buy	4,717 +604	+15%	+$34.5K	0.05%	163
2018 Q3	$260K	Sell	4,113 -3,385	-45%	-$199K	0.05%	168
2018 Q2	$394K	Hold	7,498	–	–	0.07%	170
2018 Q1	$367K	Sell	7,498 -1,209	-14%	-$64K	0.07%	187
2017 Q4	$475K	Hold	8,707	–	–	0.09%	187
2017 Q3	$420K	Buy	+8,707	New	+$389K	0.15%	161
2017 Q2	–	Sell	-7,766	Closed	-$355K	–	95
2017 Q1	$355K	Buy	7,766 +1,117	+17%	+$52.8K	0.13%	170
2016 Q4	$314K	Hold	6,649	–	–	0.12%	173
2016 Q3	$284K	Hold	6,649	–	–	0.12%	176
2016 Q2	$274K	Buy	+6,649	New	+$262K	0.12%	180

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Transform Wealth's J Position: Q2 2022 in Review

Transform Wealth sold out of Jacobs Solutions (J) in Q2 2022, closing a stake of 2,800 shares — an estimated $319K sold.

Transform Wealth first reported a position in J in Q2 2016 and held it in 21 quarters. The position peaked at $475K in Q4 2017. 691 funds tracked by Wall St. Rank hold J as of Q2 2022.

Transform Wealth reported no remaining Jacobs Solutions position as of Q2 2022 after selling out during the quarter.
Transform Wealth sold 2,800 Jacobs Solutions shares in Q2 2022, an estimated $319K.
Transform Wealth first reported a position in Jacobs Solutions in Q2 2016 and held it in 21 quarters.
Transform Wealth's Jacobs Solutions position peaked at $475K in Q4 2017.
691 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2022.

Based on Transform Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.