Janiczek Wealth Management’s Jacobs Solutions J Stock Holding History

Janiczek 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	$17.5K	Hold	151	–	–	﹤0.01%	582
2024 Q1	$19.2K	Hold	151	–	–	﹤0.01%	577
2023 Q4	$16.2K	Hold	151	–	–	﹤0.01%	578
2023 Q3	$17.1K	Hold	151	–	–	﹤0.01%	540
2023 Q2	$14.9K	Hold	151	–	–	﹤0.01%	498
2023 Q1	$14.4K	Hold	151	–	–	﹤0.01%	508
2022 Q4	$16K	Buy	151 +139	+1,158%	+$13.7K	﹤0.01%	486
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	842
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	877
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	870
2021 Q4	$1K	Buy	+12	New	+$1.39K	﹤0.01%	927

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

Janiczek Wealth Management's J Position: Q2 2024 in Review

Janiczek Wealth Management held its Jacobs Solutions (J) position steady in Q2 2024 at 151 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Janiczek Wealth Management first reported a position in J in Q4 2021 and has held it in 11 quarters since. The position peaked at $19.2K in Q1 2024. 817 funds tracked by Wall St. Rank hold J as of Q2 2024.

Janiczek Wealth Management held 151 shares of Jacobs Solutions worth $17.5K as of Q2 2024.
Janiczek Wealth Management left its Jacobs Solutions share count unchanged in Q2 2024.
Jacobs Solutions made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #582 holding.
Janiczek Wealth Management first reported a position in Jacobs Solutions in Q4 2021 and has held it in 11 quarters since.
Janiczek Wealth Management's Jacobs Solutions position peaked at $19.2K in Q1 2024.
817 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.