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Wealthcare Capital Management’s Jacobs Solutions J Stock Holding History

Wealthcare Capital 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
2020
Q1 		– Sell
-23
Closed -$2K – 455
2019
Q4 		$2K Buy
+23
New +$1.74K ﹤0.01% 485
2015
Q2 		– Sell
-16
Closed -$1K – 639
2015
Q1 		$1K Buy
+16
New +$562 ﹤0.01% 869

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthcare Capital Management's J Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Jacobs Solutions (J) in Q1 2020, closing a stake of 23 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in J in Q1 2015 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 557 funds tracked by Wall St. Rank hold J as of Q1 2020.

  • Wealthcare Capital Management reported no remaining Jacobs Solutions position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 23 Jacobs Solutions shares in Q1 2020, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Jacobs Solutions in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Jacobs Solutions position peaked at $2K in Q4 2019.
  • 557 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.