NWAM LLC’s Jacobs Solutions J Stock Holding History

NWAM LLC’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	–	Sell	-28,651	Closed	-$3.36M	–	364
2024 Q1	$3.36M	Buy	+28,651	New	+$3.36M	0.27%	83

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

NWAM LLC's J Position: Q2 2024 in Review

NWAM LLC sold out of Jacobs Solutions (J) in Q2 2024, closing a stake of 28,651 shares — an estimated $3.36M sold.

NWAM LLC first reported a position in J in Q1 2024 and held it in 1 quarter. The position peaked at $3.36M in Q1 2024. 817 funds tracked by Wall St. Rank hold J as of Q2 2024.

NWAM LLC reported no remaining Jacobs Solutions position as of Q2 2024 after selling out during the quarter.
NWAM LLC sold 28,651 Jacobs Solutions shares in Q2 2024, an estimated $3.36M.
NWAM LLC first reported a position in Jacobs Solutions in Q1 2024 and held it in 1 quarter.
NWAM LLC's Jacobs Solutions position peaked at $3.36M in Q1 2024.
817 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2024.

Based on NWAM LLC's 13F filing for Q2 2024, filed 24 Jul 2024.