Coppell Advisory Solutions’s Jacobs Solutions J Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-132	Closed	-$17.5K	–	1120
2024 Q4	$17.5K	Buy	132 +21	+19%	+$2.89K	﹤0.01%	923
2024 Q3	$17.1K	Sell	111 -22	-17%	-$2.65K	﹤0.01%	923
2024 Q2	$15.4K	Buy	+133	New	+$15.6K	﹤0.01%	877
2023 Q4	$14.3K	Hold	133	–	–	﹤0.01%	842
2023 Q3	$13.2K	Hold	133	–	–	﹤0.01%	567
2023 Q2	$13K	Buy	+133	New	+$12.7K	﹤0.01%	635
2023 Q1	–	Sell	-133	Closed	-$13.2K	–	662
2022 Q4	$13.2K	Buy	+133	New	+$13.1K	﹤0.01%	570

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

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

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Coppell Advisory Solutions's J Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Jacobs Solutions (J) in Q1 2025, closing a stake of 132 shares — an estimated $17.5K sold.

Coppell Advisory Solutions first reported a position in J in Q4 2022 and held it in 7 quarters. The position peaked at $17.5K in Q4 2024. 831 funds tracked by Wall St. Rank hold J as of Q1 2025.

Coppell Advisory Solutions reported no remaining Jacobs Solutions position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 132 Jacobs Solutions shares in Q1 2025, an estimated $17.5K.
Coppell Advisory Solutions first reported a position in Jacobs Solutions in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Jacobs Solutions position peaked at $17.5K in Q4 2024.
831 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.