Financial Synergies Wealth Advisors’s Jacobs Solutions J Stock Holding History

Financial Synergies 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	-154	Closed	-$19.6K	–	258
2024 Q1	$19.6K	Buy	154 +152	+7,600%	+$17.8K	﹤0.01%	198
2023 Q4	$241	Buy	+2	New	+$218	﹤0.01%	435
2023 Q2	–	Sell	-2	Closed	-$236	–	515
2023 Q1	$236	Hold	2	–	–	﹤0.01%	476
2022 Q4	$241	Hold	2	–	–	﹤0.01%	435
2022 Q3	$217	Hold	2	–	–	﹤0.01%	443
2022 Q2	$255	Buy	+2	New	+$224	﹤0.01%	455

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

RCG

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

Financial Synergies Wealth Advisors's J Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Jacobs Solutions (J) in Q2 2024, closing a stake of 154 shares — an estimated $19.6K sold.

Financial Synergies Wealth Advisors first reported a position in J in Q2 2022 and held it in 6 quarters. The position peaked at $19.6K in Q1 2024. 817 funds tracked by Wall St. Rank hold J as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Jacobs Solutions position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 154 Jacobs Solutions shares in Q2 2024, an estimated $19.6K.
Financial Synergies Wealth Advisors first reported a position in Jacobs Solutions in Q2 2022 and held it in 6 quarters.
Financial Synergies Wealth Advisors's Jacobs Solutions position peaked at $19.6K in Q1 2024.
817 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.