BFP
J icon

Briaud Financial Planning’s Jacobs Solutions J Stock Holding History

Briaud Financial Planning’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
-18
Closed -$2K – 88
2023
Q3 		$2K Buy
+18
New +$1.94K ﹤0.01% 136

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

Briaud Financial Planning's J Position: Q4 2023 in Review

Briaud Financial Planning sold out of Jacobs Solutions (J) in Q4 2023, closing a stake of 18 shares — an estimated $2K sold.

Briaud Financial Planning first reported a position in J in Q3 2023 and held it in 1 quarter. The position peaked at $2K in Q3 2023. 786 funds tracked by Wall St. Rank hold J as of Q4 2023.

  • Briaud Financial Planning reported no remaining Jacobs Solutions position as of Q4 2023 after selling out during the quarter.
  • Briaud Financial Planning sold 18 Jacobs Solutions shares in Q4 2023, an estimated $2K.
  • Briaud Financial Planning first reported a position in Jacobs Solutions in Q3 2023 and held it in 1 quarter.
  • Briaud Financial Planning's Jacobs Solutions position peaked at $2K in Q3 2023.
  • 786 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2023.

Based on Briaud Financial Planning's 13F filing for Q4 2023, filed 2 Feb 2024.