BPA
J icon

Beacon Pointe Advisors’s Jacobs Solutions J Stock Holding History

Beacon Pointe Advisors’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 		– Sell
-5,245
Closed -$592K – 1357
2023
Q3 		$592K Buy
+5,245
New +$565K 0.01% 810
2023
Q2 		– Sell
-4,983
Closed -$484K – 1143
2023
Q1 		$484K Buy
4,983
+2,650
+114% +$264K 0.01% 767
2022
Q4 		$232K Sell
2,333
-224
-9% -$22K ﹤0.01% 953
2022
Q3 		$230K Sell
2,557
-21
-0.8% -$2.18K 0.01% 883
2022
Q2 		$269K Sell
2,578
-1,421
-36% -$159K 0.01% 865
2022
Q1 		$456K Buy
+3,999
New +$429K 0.01% 826

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

Beacon Pointe Advisors's J Position: Q4 2023 in Review

Beacon Pointe Advisors sold out of Jacobs Solutions (J) in Q4 2023, closing a stake of 5,245 shares — an estimated $592K sold.

Beacon Pointe Advisors first reported a position in J in Q1 2022 and held it in 6 quarters. The position peaked at $592K in Q3 2023. 786 funds tracked by Wall St. Rank hold J as of Q4 2023.

  • Beacon Pointe Advisors reported no remaining Jacobs Solutions position as of Q4 2023 after selling out during the quarter.
  • Beacon Pointe Advisors sold 5,245 Jacobs Solutions shares in Q4 2023, an estimated $592K.
  • Beacon Pointe Advisors first reported a position in Jacobs Solutions in Q1 2022 and held it in 6 quarters.
  • Beacon Pointe Advisors's Jacobs Solutions position peaked at $592K in Q3 2023.
  • 786 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2023.

Based on Beacon Pointe Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.