NFA
J icon

Northwest Financial Advisors’s Jacobs Solutions J Stock Holding History

Northwest Financial Advisors’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
-303
Closed -$39.3K – 333
2024
Q3 		$39.3K Buy
+303
New +$36.5K 0.03% 255
2024
Q1 		– Sell
-363
Closed -$38.9K – 307
2023
Q4 		$38.9K Buy
+363
New +$39.5K 0.03% 240

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

Northwest Financial Advisors's J Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Jacobs Solutions (J) in Q4 2024, closing a stake of 303 shares — an estimated $39.3K sold.

Northwest Financial Advisors first reported a position in J in Q4 2023 and held it in 2 quarters. The position peaked at $39.3K in Q3 2024. 863 funds tracked by Wall St. Rank hold J as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Jacobs Solutions position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 303 Jacobs Solutions shares in Q4 2024, an estimated $39.3K.
  • Northwest Financial Advisors first reported a position in Jacobs Solutions in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Jacobs Solutions position peaked at $39.3K in Q3 2024.
  • 863 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.