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Baystate Wealth Management’s Jacobs Solutions J Stock Holding History

Baystate 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
2023
Q4 		$6.5K Hold
60
– – ﹤0.01% 822
2023
Q3 		$6.83K Buy
+60
New +$6.46K ﹤0.01% 645

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baystate Wealth Management's J Position: Q4 2023 in Review

Baystate Wealth Management held its Jacobs Solutions (J) position steady in Q4 2023 at 60 shares worth $6.5K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Baystate Wealth Management first reported a position in J in Q3 2023 and has held it in 2 quarters since. The position peaked at $6.83K in Q3 2023. 786 funds tracked by Wall St. Rank hold J as of Q4 2023.

  • Baystate Wealth Management held 60 shares of Jacobs Solutions worth $6.5K as of Q4 2023.
  • Baystate Wealth Management left its Jacobs Solutions share count unchanged in Q4 2023.
  • Jacobs Solutions made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #822 holding.
  • Baystate Wealth Management first reported a position in Jacobs Solutions in Q3 2023 and has held it in 2 quarters since.
  • Baystate Wealth Management's Jacobs Solutions position peaked at $6.83K in Q3 2023.
  • 786 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.