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Abound Wealth Management’s Jacobs Solutions J Stock Holding History

Abound Wealth 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
2025
Q1 		– Sell
-19
Closed -$2.54K – 1302
2024
Q4 		$2.54K Buy
19
+1
+6% +$138 ﹤0.01% 652
2024
Q3 		$2.36K Sell
18
-4
-18% -$482 ﹤0.01% 684
2024
Q2 		$2.52K Hold
22
– – ﹤0.01% 623
2024
Q1 		$2.77K Hold
22
– – ﹤0.01% 631
2023
Q4 		$2.34K Hold
22
– – ﹤0.01% 636
2023
Q3 		$2.46K Hold
22
– – ﹤0.01% 587
2023
Q2 		$2.14K Hold
22
– – ﹤0.01% 635
2023
Q1 		$2.12K Hold
22
– – ﹤0.01% 584
2022
Q4 		$2.16K Hold
22
– – ﹤0.01% 535
2022
Q3 		$1.95K Buy
+22
New +$2.28K ﹤0.01% 488

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Abound Wealth Management's J Position: Q1 2025 in Review

Abound Wealth Management sold out of Jacobs Solutions (J) in Q1 2025, closing a stake of 19 shares — an estimated $2.54K sold.

Abound Wealth Management first reported a position in J in Q3 2022 and held it in 10 quarters. The position peaked at $2.77K in Q1 2024. 831 funds tracked by Wall St. Rank hold J as of Q1 2025.

  • Abound Wealth Management reported no remaining Jacobs Solutions position as of Q1 2025 after selling out during the quarter.
  • Abound Wealth Management sold 19 Jacobs Solutions shares in Q1 2025, an estimated $2.54K.
  • Abound Wealth Management first reported a position in Jacobs Solutions in Q3 2022 and held it in 10 quarters.
  • Abound Wealth Management's Jacobs Solutions position peaked at $2.77K in Q1 2024.
  • 831 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2025.

Based on Abound Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.