Curi Wealth Management’s Jacobs Solutions J Stock Holding History

Curi 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
2023 Q4	–	Sell	-59,761	Closed	-$6.75M	–	165
2023 Q3	$6.75M	Buy	+59,761	New	+$6.44M	1.03%	34
2022 Q3	–	Sell	-6	Closed	-$1K	–	453
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	571
2022 Q1	$0	Hold	6	–	–	﹤0.01%	584
2021 Q4	$0	Buy	+6	New	+$694	﹤0.01%	545
2021 Q1	–	Sell	-6	Closed	–	–	289
2020 Q4	$0	Buy	+6	New	+$509	﹤0.01%	454

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

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

Curi Wealth Management's J Position: Q4 2023 in Review

Curi Wealth Management sold out of Jacobs Solutions (J) in Q4 2023, closing a stake of 59,761 shares — an estimated $6.75M sold.

Curi Wealth Management first reported a position in J in Q4 2020 and held it in 5 quarters. The position peaked at $6.75M in Q3 2023. 786 funds tracked by Wall St. Rank hold J as of Q4 2023.

Curi Wealth Management reported no remaining Jacobs Solutions position as of Q4 2023 after selling out during the quarter.
Curi Wealth Management sold 59,761 Jacobs Solutions shares in Q4 2023, an estimated $6.75M.
Curi Wealth Management first reported a position in Jacobs Solutions in Q4 2020 and held it in 5 quarters.
Curi Wealth Management's Jacobs Solutions position peaked at $6.75M in Q3 2023.
786 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2023.

Based on Curi Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.