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Bison Wealth’s Jacobs Solutions J Stock Holding History

Bison Wealth’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
2024
Q4 		– Sell
-6,512
Closed -$844K – 376
2024
Q3 		$844K Buy
6,512
+2,987
+85% +$360K 0.13% 158
2024
Q2 		$448K Hold
3,525
– – 0.07% 260
2024
Q1 		$448K Buy
3,525
+118
+3% +$13.8K 0.07% 260
2023
Q4 		$366K Buy
3,407
+12
+0.4% +$1.31K 0.06% 280
2023
Q3 		$383K Buy
+3,395
New +$366K 0.07% 261

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bison Wealth's J Position: Q4 2024 in Review

Bison Wealth sold out of Jacobs Solutions (J) in Q4 2024, closing a stake of 6,512 shares — an estimated $844K sold.

Bison Wealth first reported a position in J in Q3 2023 and held it in 5 quarters. The position peaked at $844K in Q3 2024. 863 funds tracked by Wall St. Rank hold J as of Q4 2024.

  • Bison Wealth reported no remaining Jacobs Solutions position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 6,512 Jacobs Solutions shares in Q4 2024, an estimated $844K.
  • Bison Wealth first reported a position in Jacobs Solutions in Q3 2023 and held it in 5 quarters.
  • Bison Wealth's Jacobs Solutions position peaked at $844K in Q3 2024.
  • 863 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.