Advisor Partners II’s Jacobs Solutions J Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$854K Buy
7,563
+141
+2% +$15.2K 0.03% 541
2023
Q2
$730K Buy
7,422
+80
+1% +$7.63K 0.03% 475
2023
Q1
$714K Sell
7,342
-146
-2% -$14.6K 0.04% 439
2022
Q4
$744K Sell
7,488
-54
-0.7% -$5.3K 0.05% 397
2022
Q3
$677K Buy
+7,542
New +$781K 0.05% 375

Other funds holding J

Advisor Partners II's J Position: Q3 2023 in Review

Advisor Partners II increased its Jacobs Solutions (J) stake by 1.9% in Q3 2023, buying an estimated $15.2K and bringing the position to 7,563 shares worth $854K. The position accounts for 0.03% of the portfolio, ranked #541.

Advisor Partners II first reported a position in J in Q3 2022 and has held it in 5 quarters since. 738 funds tracked by Wall St. Rank hold J as of Q3 2023.

  • Advisor Partners II held 7,563 shares of Jacobs Solutions worth $854K as of Q3 2023.
  • Advisor Partners II bought 141 Jacobs Solutions shares in Q3 2023, an estimated $15.2K.
  • Jacobs Solutions made up 0.03% of Advisor Partners II's portfolio in Q3 2023, its #541 holding.
  • Advisor Partners II first reported a position in Jacobs Solutions in Q3 2022 and has held it in 5 quarters since.
  • 738 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.