WealthPLAN Partners’s Jacobs Solutions J Stock Holding History

WealthPLAN Partners’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	-28	Closed	-$2.73K	–	1330
2023 Q1	$2.73K	Buy	+28	New	+$2.79K	﹤0.01%	1095

Other funds holding J

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

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

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

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

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

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

RCG

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

WealthPLAN Partners's J Position: Q2 2023 in Review

WealthPLAN Partners sold out of Jacobs Solutions (J) in Q2 2023, closing a stake of 28 shares — an estimated $2.73K sold.

WealthPLAN Partners first reported a position in J in Q1 2023 and held it in 1 quarter. The position peaked at $2.73K in Q1 2023. 716 funds tracked by Wall St. Rank hold J as of Q2 2023.

WealthPLAN Partners reported no remaining Jacobs Solutions position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 28 Jacobs Solutions shares in Q2 2023, an estimated $2.73K.
WealthPLAN Partners first reported a position in Jacobs Solutions in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's Jacobs Solutions position peaked at $2.73K in Q1 2023.
716 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.