VAFP
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Vahanian & Associates Financial Planning’s Jacobs Solutions J Stock Holding History

Vahanian & Associates Financial Planning’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
-2,140
Closed -$208K – 72
2023
Q1 		$208K Buy
2,140
+109
+5% +$10.9K 0.58% 65
2022
Q4 		$202K Buy
+2,031
New +$199K 0.66% 57

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

Vahanian & Associates Financial Planning's J Position: Q2 2023 in Review

Vahanian & Associates Financial Planning sold out of Jacobs Solutions (J) in Q2 2023, closing a stake of 2,140 shares — an estimated $208K sold.

Vahanian & Associates Financial Planning first reported a position in J in Q4 2022 and held it in 2 quarters. The position peaked at $208K in Q1 2023. 717 funds tracked by Wall St. Rank hold J as of Q2 2023.

  • Vahanian & Associates Financial Planning reported no remaining Jacobs Solutions position as of Q2 2023 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 2,140 Jacobs Solutions shares in Q2 2023, an estimated $208K.
  • Vahanian & Associates Financial Planning first reported a position in Jacobs Solutions in Q4 2022 and held it in 2 quarters.
  • Vahanian & Associates Financial Planning's Jacobs Solutions position peaked at $208K in Q1 2023.
  • 717 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q2 2023, filed 24 Jul 2023.