ICA Group Wealth Management’s Jacobs Solutions J Stock Holding History

ICA Group 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 Q2	$41.9K	Sell	363 -278	-43%	-$32.6K	0.03%	263
2024 Q1	$81.5K	Buy	641 +363	+131%	+$42.6K	0.02%	452
2023 Q4	$29.9K	Buy	+278	New	+$30.3K	0.01%	625
2023 Q3	–	Sell	-629	Closed	-$61.8K	–	722
2023 Q2	$61.8K	Hold	629	–	–	0.02%	450
2023 Q1	$61.1K	Hold	629	–	–	0.01%	439
2022 Q4	$63.5K	Buy	+629	New	+$61.8K	0.01%	459
2022 Q3	–	Sell	-1,880	Closed	-$211K	–	379
2022 Q2	$211K	Sell	1,880 -145	-7%	-$16.2K	0.04%	355
2022 Q1	$228K	Buy	+2,025	New	+$217K	0.04%	335

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

ICA Group Wealth Management's J Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Jacobs Solutions (J) stake by 43% in Q2 2024, selling an estimated $32.6K and leaving 363 shares worth $41.9K. The position accounts for 0.03% of the portfolio, ranked #263.

ICA Group Wealth Management first reported a position in J in Q1 2022 and has held it in 8 quarters since. The position peaked at $228K in Q1 2022. 817 funds tracked by Wall St. Rank hold J as of Q2 2024.

ICA Group Wealth Management held 363 shares of Jacobs Solutions worth $41.9K as of Q2 2024.
ICA Group Wealth Management sold 278 Jacobs Solutions shares in Q2 2024, an estimated $32.6K.
Jacobs Solutions made up 0.03% of ICA Group Wealth Management's portfolio in Q2 2024, its #263 holding.
ICA Group Wealth Management first reported a position in Jacobs Solutions in Q1 2022 and has held it in 8 quarters since.
ICA Group Wealth Management's Jacobs Solutions position peaked at $228K in Q1 2022.
817 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.