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Avior Wealth Management’s Jacobs Solutions J Stock Holding History

Avior 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
-234
Closed -$31K – 1555
2024
Q4 		$31K Sell
234
-8
-3% -$1.1K ﹤0.01% 1303
2024
Q3 		$31.4K Sell
242
-87
-26% -$10.5K ﹤0.01% 1275
2024
Q2 		$38K Sell
329
-804
-71% -$94.3K ﹤0.01% 1201
2024
Q1 		$144K Buy
1,133
+1,091
+2,598% +$128K 0.01% 811
2023
Q4 		$4.54K Buy
+42
New +$4.57K ﹤0.01% 1173
2022
Q2 		– Sell
-187
Closed -$21K – 1147
2022
Q1 		$21K Buy
+187
New +$20.1K ﹤0.01% 699

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

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

Avior Wealth Management sold out of Jacobs Solutions (J) in Q1 2025, closing a stake of 234 shares — an estimated $31K sold.

Avior Wealth Management first reported a position in J in Q1 2022 and held it in 6 quarters. The position peaked at $144K in Q1 2024. 831 funds tracked by Wall St. Rank hold J as of Q1 2025.

  • Avior Wealth Management reported no remaining Jacobs Solutions position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 234 Jacobs Solutions shares in Q1 2025, an estimated $31K.
  • Avior Wealth Management first reported a position in Jacobs Solutions in Q1 2022 and held it in 6 quarters.
  • Avior Wealth Management's Jacobs Solutions position peaked at $144K in Q1 2024.
  • 831 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.