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Heritage Wealth Management (Arizona)’s Jacobs Solutions J Stock Holding History

Heritage Wealth Management (Arizona)’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 		$1.34M Buy
+11,619
New +$1.36M 0.75% 33
2022
Q4 		$2.64K Buy
27
+14
+108% +$1.38K ﹤0.01% 953
2022
Q3 		$1K Buy
+13
New +$1.35K ﹤0.01% 948

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s J Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) opened a new position in Jacobs Solutions (J) in Q2 2024: 11,619 shares worth $1.34M. The stake represents 0.75% of the portfolio and ranks #33 among its holdings. This is a return to the name: Heritage Wealth Management (Arizona) previously reported a position in J as recently as Q4 2022.

Heritage Wealth Management (Arizona) first reported a position in J in Q3 2022 and has held it in 3 quarters since. 817 funds tracked by Wall St. Rank hold J as of Q2 2024.

  • Heritage Wealth Management (Arizona) held 11,619 shares of Jacobs Solutions worth $1.34M as of Q2 2024.
  • Jacobs Solutions was a new Heritage Wealth Management (Arizona) position in Q2 2024.
  • Jacobs Solutions made up 0.75% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #33 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Jacobs Solutions in Q3 2022 and has held it in 3 quarters since.
  • 817 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.