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CM Wealth Advisors’s Jacobs Solutions J Stock Holding History

CM Wealth 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
Q2 		– Sell
-1,735
Closed -$203K – 127
2024
Q1 		$203K Buy
+1,735
New +$203K 0.06% 182

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

CM Wealth Advisors's J Position: Q2 2024 in Review

CM Wealth Advisors sold out of Jacobs Solutions (J) in Q2 2024, closing a stake of 1,735 shares — an estimated $203K sold.

CM Wealth Advisors first reported a position in J in Q1 2024 and held it in 1 quarter. The position peaked at $203K in Q1 2024. 817 funds tracked by Wall St. Rank hold J as of Q2 2024.

  • CM Wealth Advisors reported no remaining Jacobs Solutions position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 1,735 Jacobs Solutions shares in Q2 2024, an estimated $203K.
  • CM Wealth Advisors first reported a position in Jacobs Solutions in Q1 2024 and held it in 1 quarter.
  • CM Wealth Advisors's Jacobs Solutions position peaked at $203K in Q1 2024.
  • 817 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.