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Carson Advisory’s Jacobs Solutions J Stock Holding History

Carson Advisory’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
Q2 		– Sell
-3,737
Closed -$475K – 173
2024
Q1 		$475K Hold
3,737
– – 0.33% 86
2023
Q4 		$401K Hold
3,737
– – 0.31% 91
2023
Q3 		$422K Hold
3,737
– – 0.37% 84
2023
Q2 		$367K Buy
+3,737
New +$356K 0.31% 91
2022
Q3 		– Sell
-2,087
Closed -$219K – 129
2022
Q2 		$219K Hold
2,087
– – 0.24% 104
2022
Q1 		$238K Hold
2,087
– – 0.24% 112
2021
Q4 		$240K Buy
+2,087
New +$241K 0.24% 109

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Carson Advisory's J Position: Q2 2024 in Review

Carson Advisory sold out of Jacobs Solutions (J) in Q2 2024, closing a stake of 3,737 shares — an estimated $475K sold.

Carson Advisory first reported a position in J in Q4 2021 and held it in 7 quarters. The position peaked at $475K in Q1 2024. 817 funds tracked by Wall St. Rank hold J as of Q2 2024.

  • Carson Advisory reported no remaining Jacobs Solutions position as of Q2 2024 after selling out during the quarter.
  • Carson Advisory sold 3,737 Jacobs Solutions shares in Q2 2024, an estimated $475K.
  • Carson Advisory first reported a position in Jacobs Solutions in Q4 2021 and held it in 7 quarters.
  • Carson Advisory's Jacobs Solutions position peaked at $475K in Q1 2024.
  • 817 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2024.

Based on Carson Advisory's 13F filing for Q2 2024, filed 7 Aug 2024.