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Wealthspire Advisors (Maryland)’s Jacobs Solutions J Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		– Sell
-6,711
Closed -$471K – 521
2020
Q2 		$471K Sell
6,711
-1,061
-14% -$71.5K 0.03% 270
2020
Q1 		$510K Buy
7,772
+3
+0% +$226 0.04% 229
2019
Q4 		$577K Buy
7,769
+17
+0.2% +$1.29K 0.04% 253
2019
Q3 		$587K Sell
7,752
-646
-8% -$46.2K 0.04% 234
2019
Q2 		$586K Sell
8,398
-71
-0.8% -$4.58K 0.04% 230
2019
Q1 		$527K Sell
8,469
-492
-5% -$27.7K 0.04% 247
2018
Q4 		$433K Sell
8,961
-114
-1% -$6.52K 0.04% 246
2018
Q3 		$574K Buy
9,075
+617
+7% +$36.2K 0.05% 218
2018
Q2 		$444K Buy
8,458
+1,335
+19% +$68.7K 0.04% 262
2018
Q1 		$349K Sell
7,123
-923
-11% -$48.9K 0.03% 324
2017
Q4 		$439K Sell
8,046
-170
-2% -$8.72K 0.04% 287
2017
Q3 		$396K Sell
8,216
-1,885
-19% -$84.2K 0.04% 289
2017
Q2 		$454K Buy
10,101
+681
+7% +$30.3K 0.05% 244
2017
Q1 		$431K Sell
9,420
-994
-10% -$47K 0.06% 211
2016
Q4 		$491K Buy
10,414
+3,675
+55% +$169K 0.07% 181
2016
Q3 		$288K Sell
6,739
-1,182
-15% -$51.3K 0.04% 284
2016
Q2 		$326K Sell
7,921
-39
-0.5% -$1.54K 0.05% 236
2016
Q1 		$287K Buy
7,960
+144
+2% +$4.7K 0.05% 265
2015
Q4 		$271K Buy
+7,816
New +$268K 0.05% 279

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s J Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of Jacobs Solutions (J) in Q3 2020, closing a stake of 6,711 shares — an estimated $471K sold.

Wealthspire Advisors (Maryland) first reported a position in J in Q4 2015 and held it in 19 quarters. The position peaked at $587K in Q3 2019. 571 funds tracked by Wall St. Rank hold J as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Jacobs Solutions position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 6,711 Jacobs Solutions shares in Q3 2020, an estimated $471K.
  • Wealthspire Advisors (Maryland) first reported a position in Jacobs Solutions in Q4 2015 and held it in 19 quarters.
  • Wealthspire Advisors (Maryland)'s Jacobs Solutions position peaked at $587K in Q3 2019.
  • 571 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.