Cassady Schiller Wealth Management’s Jacobs Solutions J Stock Holding History

Cassady Schiller 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
2024 Q4	$1.6K	Buy	+12	New	+$1.65K	﹤0.01%	642

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cassady Schiller Wealth Management's J Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Jacobs Solutions (J) in Q4 2024: 12 shares worth $1.6K. The stake represents ﹤0.01% of the portfolio and ranks #642 among its holdings.

863 funds tracked by Wall St. Rank hold J as of Q4 2024.

Cassady Schiller Wealth Management held 12 shares of Jacobs Solutions worth $1.6K as of Q4 2024.
Jacobs Solutions was a new Cassady Schiller Wealth Management position in Q4 2024.
Jacobs Solutions made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #642 holding.
863 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.