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Heritage Oak Wealth Advisors’s Jones Lang LaSalle JLL Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio JLL Stock Details JLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-954
Closed -$257K – 132
2024
Q3 		$257K Buy
+954
New +$231K 0.12% 121

Other funds holding JLL

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Oak Wealth Advisors's JLL Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Jones Lang LaSalle (JLL) in Q4 2024, closing a stake of 954 shares — an estimated $257K sold.

Heritage Oak Wealth Advisors first reported a position in JLL in Q3 2024 and held it in 1 quarter. The position peaked at $257K in Q3 2024. 561 funds tracked by Wall St. Rank hold JLL as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining Jones Lang LaSalle position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 954 Jones Lang LaSalle shares in Q4 2024, an estimated $257K.
  • Heritage Oak Wealth Advisors first reported a position in Jones Lang LaSalle in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Jones Lang LaSalle position peaked at $257K in Q3 2024.
  • 561 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.