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Beaird Harris Wealth Management’s Jacobs Solutions J Stock Holding History

Beaird Harris 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
Q1 		– Sell
-27
Closed -$2.64K – 604
2022
Q4 		$2.64K Buy
+27
New +$2.65K ﹤0.01% 531

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

Beaird Harris Wealth Management's J Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of Jacobs Solutions (J) in Q1 2023, closing a stake of 27 shares — an estimated $2.64K sold.

Beaird Harris Wealth Management first reported a position in J in Q4 2022 and held it in 1 quarter. The position peaked at $2.64K in Q4 2022. 680 funds tracked by Wall St. Rank hold J as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining Jacobs Solutions position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 27 Jacobs Solutions shares in Q1 2023, an estimated $2.64K.
  • Beaird Harris Wealth Management first reported a position in Jacobs Solutions in Q4 2022 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Jacobs Solutions position peaked at $2.64K in Q4 2022.
  • 680 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.