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Gilliland Jeter Wealth Management’s Jacobs Solutions J Stock Holding History

Gilliland Jeter 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
Q4 		– Sell
-202
Closed -$26.2K – 413
2024
Q3 		$26.2K Sell
202
-40
-17% -$4.82K 0.01% 360
2024
Q2 		$27.9K Hold
242
– – 0.01% 348
2024
Q1 		$30.7K Buy
+242
New +$28.4K 0.01% 339

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

Gilliland Jeter Wealth Management's J Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Jacobs Solutions (J) in Q4 2024, closing a stake of 202 shares — an estimated $26.2K sold.

Gilliland Jeter Wealth Management first reported a position in J in Q1 2024 and held it in 3 quarters. The position peaked at $30.7K in Q1 2024. 863 funds tracked by Wall St. Rank hold J as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Jacobs Solutions position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 202 Jacobs Solutions shares in Q4 2024, an estimated $26.2K.
  • Gilliland Jeter Wealth Management first reported a position in Jacobs Solutions in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Jacobs Solutions position peaked at $30.7K in Q1 2024.
  • 863 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.