SWA
J icon

SOA Wealth Advisors’s Jacobs Solutions J Stock Holding History

SOA Wealth 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
2026
Q1 		$396 Hold
3
– – ﹤0.01% 786
2025
Q4 		$411 Hold
3
– – ﹤0.01% 788
2025
Q3 		$464 Hold
3
– – ﹤0.01% 807
2025
Q2 		$406 Hold
3
– – ﹤0.01% 790
2025
Q1 		$372 Hold
3
– – ﹤0.01% 802
2024
Q4 		$410 Hold
3
– – ﹤0.01% 790
2024
Q3 		$401 Sell
3
-1
-25% -$121 ﹤0.01% 762
2024
Q2 		$427 Hold
4
– – ﹤0.01% 772
2024
Q1 		$469 Hold
4
– – ﹤0.01% 810
2023
Q4 		$395 Hold
4
– – ﹤0.01% 813
2023
Q3 		$415 Hold
4
– – ﹤0.01% 831
2023
Q2 		$361 Hold
4
– – ﹤0.01% 846
2023
Q1 		$356 Hold
4
– – ﹤0.01% 866
2022
Q4 		$363 Hold
4
– – ﹤0.01% 868
2022
Q3 		$0 Hold
4
– – ﹤0.01% 901
2022
Q2 		$0 Sell
4
-11
-73% -$1.23K ﹤0.01% 916
2022
Q1 		$1K Hold
15
– – ﹤0.01% 852
2021
Q4 		$1K Hold
15
– – ﹤0.01% 826
2021
Q3 		$1K Buy
15
+4
+36% +$442 ﹤0.01% 844
2021
Q2 		$1K Buy
11
+5
+83% +$565 ﹤0.01% 824
2021
Q1 		$0 Sell
6
-24
-80% -$2.29K ﹤0.01% 869
2020
Q4 		$2K Buy
+30
New +$2.54K ﹤0.01% 693

Other funds holding J

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return