EWM
J icon

Executive Wealth Management’s Jacobs Solutions J Stock Holding History

Executive 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
Q3 		– Sell
-24,361
Closed -$2.82M – 267
2024
Q2 		$2.82M Buy
24,361
+1,276
+6% +$150K 0.52% 40
2024
Q1 		$2.89M Buy
+23,085
New +$2.71M 0.25% 85

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
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
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Executive Wealth Management's J Position: Q3 2024 in Review

Executive Wealth Management sold out of Jacobs Solutions (J) in Q3 2024, closing a stake of 24,361 shares — an estimated $2.82M sold.

Executive Wealth Management first reported a position in J in Q1 2024 and held it in 2 quarters. The position peaked at $2.89M in Q1 2024. 820 funds tracked by Wall St. Rank hold J as of Q3 2024.

  • Executive Wealth Management reported no remaining Jacobs Solutions position as of Q3 2024 after selling out during the quarter.
  • Executive Wealth Management sold 24,361 Jacobs Solutions shares in Q3 2024, an estimated $2.82M.
  • Executive Wealth Management first reported a position in Jacobs Solutions in Q1 2024 and held it in 2 quarters.
  • Executive Wealth Management's Jacobs Solutions position peaked at $2.89M in Q1 2024.
  • 820 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2024.

Based on Executive Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.