Sutton Wealth Advisors’s Jacobs Solutions J Stock Holding History

Sutton 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
2023 Q3	$12K	Buy	106 +37	+54%	+$3.99K	0.01%	440
2023 Q2	$6.78K	Hold	69	–	–	﹤0.01%	520
2023 Q1	$6.7K	Sell	69 -1	-1%	-$100	﹤0.01%	487
2022 Q4	$6.96K	Hold	70	–	–	﹤0.01%	1043
2022 Q3	$6.29K	Sell	70 -6	-8%	-$622	﹤0.01%	1022
2022 Q2	$8.01K	Hold	76	–	–	﹤0.01%	968
2022 Q1	$8.68K	Buy	76 +5	+7%	+$536	﹤0.01%	970
2021 Q4	$8.21K	Hold	71	–	–	﹤0.01%	994
2021 Q3	$7.82K	Buy	71 +2	+3%	+$221	﹤0.01%	989
2021 Q2	$7.61K	Hold	69	–	–	﹤0.01%	979
2021 Q1	$7.37K	Hold	69	–	–	﹤0.01%	948
2020 Q4	$6.21K	Hold	69	–	–	﹤0.01%	937
2020 Q3	$5.29K	Hold	69	–	–	﹤0.01%	915
2020 Q2	$4.83K	Buy	69 +7	+11%	+$472	﹤0.01%	906
2020 Q1	$4.04K	Buy	62 +5	+9%	+$376	﹤0.01%	888
2019 Q4	$4.22K	Hold	57	–	–	﹤0.01%	968
2019 Q3	$4.3K	Hold	57	–	–	﹤0.01%	963
2019 Q2	$3.97K	Buy	57 +11	+24%	+$710	﹤0.01%	967
2019 Q1	$2.86K	Buy	46 +13	+39%	+$732	﹤0.01%	1007
2018 Q4	$1.58K	Hold	33	–	–	﹤0.01%	1010
2018 Q3	$2.07K	Buy	+33	New	+$1.94K	﹤0.01%	992

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Sutton Wealth Advisors's J Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Jacobs Solutions (J) stake by 54% in Q3 2023, buying an estimated $3.99K and bringing the position to 106 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #440.

Sutton Wealth Advisors first reported a position in J in Q3 2018 and has held it in 21 quarters since. 738 funds tracked by Wall St. Rank hold J as of Q3 2023.

Sutton Wealth Advisors held 106 shares of Jacobs Solutions worth $12K as of Q3 2023.
Sutton Wealth Advisors bought 37 Jacobs Solutions shares in Q3 2023, an estimated $3.99K.
Jacobs Solutions made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #440 holding.
Sutton Wealth Advisors first reported a position in Jacobs Solutions in Q3 2018 and has held it in 21 quarters since.
738 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.