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Cetera Advisors’s Jacobs Solutions J Stock Holding History

Cetera Advisors’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
Q1 		$989K Buy
7,781
+4,879
+168% +$572K 0.01% 1165
2023
Q4 		$312K Buy
2,902
+451
+18% +$49.1K ﹤0.01% 1401
2023
Q3 		$277K Buy
2,451
+54
+2% +$5.82K ﹤0.01% 1357
2023
Q2 		$236K Sell
2,397
-37
-2% -$3.53K ﹤0.01% 1430
2023
Q1 		$237K Sell
2,434
-246
-9% -$24.5K ﹤0.01% 1410
2022
Q4 		$266K Buy
+2,680
New +$263K ﹤0.01% 1297
2022
Q3 		– Sell
-1,967
Closed -$207K – 1413
2022
Q2 		$207K Sell
1,967
-41
-2% -$4.59K ﹤0.01% 1225
2022
Q1 		$229K Buy
2,008
+196
+11% +$21K ﹤0.01% 1249
2021
Q4 		$209K Sell
1,812
-768
-30% -$88.8K ﹤0.01% 1299
2021
Q3 		$283K Buy
2,580
+695
+37% +$76.8K 0.01% 1134
2021
Q2 		$208K Buy
+1,885
New +$213K ﹤0.01% 1220

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

Cetera Advisors's J Position: Q1 2024 in Review

Cetera Advisors increased its Jacobs Solutions (J) stake by 168% in Q1 2024, buying an estimated $572K and bringing the position to 7,781 shares worth $989K. The position accounts for 0.01% of the portfolio, ranked #1165.

Cetera Advisors first reported a position in J in Q2 2021 and has held it in 11 quarters since. 823 funds tracked by Wall St. Rank hold J as of Q1 2024.

  • Cetera Advisors held 7,781 shares of Jacobs Solutions worth $989K as of Q1 2024.
  • Cetera Advisors bought 4,879 Jacobs Solutions shares in Q1 2024, an estimated $572K.
  • Jacobs Solutions made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1165 holding.
  • Cetera Advisors first reported a position in Jacobs Solutions in Q2 2021 and has held it in 11 quarters since.
  • 823 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.