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Fortune Financial Advisors’s Jacobs Solutions J Stock Holding History

Fortune Financial 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
Q3 		– Sell
-11,391
Closed -$1.32M – 108
2024
Q2 		$1.32M Buy
11,391
+913
+9% +$107K 0.81% 39
2024
Q1 		$1.33M Buy
10,478
+951
+10% +$112K 0.84% 34
2023
Q4 		$1.02M Sell
9,527
-31
-0.3% -$3.38K 0.71% 47
2023
Q3 		$1.08M Buy
9,558
+427
+5% +$46K 0.83% 40
2023
Q2 		$898K Buy
+9,131
New +$871K 0.67% 46

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

Fortune Financial Advisors's J Position: Q3 2024 in Review

Fortune Financial Advisors sold out of Jacobs Solutions (J) in Q3 2024, closing a stake of 11,391 shares — an estimated $1.32M sold.

Fortune Financial Advisors first reported a position in J in Q2 2023 and held it in 5 quarters. The position peaked at $1.33M in Q1 2024. 820 funds tracked by Wall St. Rank hold J as of Q3 2024.

  • Fortune Financial Advisors reported no remaining Jacobs Solutions position as of Q3 2024 after selling out during the quarter.
  • Fortune Financial Advisors sold 11,391 Jacobs Solutions shares in Q3 2024, an estimated $1.32M.
  • Fortune Financial Advisors first reported a position in Jacobs Solutions in Q2 2023 and held it in 5 quarters.
  • Fortune Financial Advisors's Jacobs Solutions position peaked at $1.33M in Q1 2024.
  • 820 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2024.

Based on Fortune Financial Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.