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First Trust Direct Indexing’s Jacobs Solutions J Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-1,905
Closed -$247K – 462
2024
Q3 		$247K Sell
1,905
-328
-15% -$39.5K 0.01% 827
2024
Q2 		$258K Buy
2,233
+411
+23% +$48.2K 0.02% 723
2024
Q1 		$232K Buy
+1,822
New +$214K 0.02% 686
2021
Q1 		– Sell
-1,078
Closed -$97K – 688
2020
Q4 		$97K Buy
+1,078
New +$91.4K 0.03% 517

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Direct Indexing's J Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Jacobs Solutions (J) in Q4 2024, closing a stake of 1,905 shares — an estimated $247K sold.

First Trust Direct Indexing first reported a position in J in Q4 2020 and held it in 4 quarters. The position peaked at $258K in Q2 2024. 863 funds tracked by Wall St. Rank hold J as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Jacobs Solutions position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,905 Jacobs Solutions shares in Q4 2024, an estimated $247K.
  • First Trust Direct Indexing first reported a position in Jacobs Solutions in Q4 2020 and held it in 4 quarters.
  • First Trust Direct Indexing's Jacobs Solutions position peaked at $258K in Q2 2024.
  • 863 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.