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Ruedi Wealth Management’s Jacobs Solutions J Stock Holding History

Ruedi 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
Q3 		– Sell
-6
Closed -$699 – 428
2024
Q2 		$699 Buy
+6
New +$704 ﹤0.01% 397

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Boston Partners
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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ruedi Wealth Management's J Position: Q3 2024 in Review

Ruedi Wealth Management sold out of Jacobs Solutions (J) in Q3 2024, closing a stake of 6 shares — an estimated $699 sold.

Ruedi Wealth Management first reported a position in J in Q2 2024 and held it in 1 quarter. The position peaked at $699 in Q2 2024. 820 funds tracked by Wall St. Rank hold J as of Q3 2024.

  • Ruedi Wealth Management reported no remaining Jacobs Solutions position as of Q3 2024 after selling out during the quarter.
  • Ruedi Wealth Management sold 6 Jacobs Solutions shares in Q3 2024, an estimated $699.
  • Ruedi Wealth Management first reported a position in Jacobs Solutions in Q2 2024 and held it in 1 quarter.
  • Ruedi Wealth Management's Jacobs Solutions position peaked at $699 in Q2 2024.
  • 820 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2024.

Based on Ruedi Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.