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SYSTM Wealth Solutions’s Jacobs Solutions J Stock Holding History

SYSTM Wealth Solutions’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
-17
Closed -$1.96K – 364
2024
Q2 		$1.96K Sell
17
-1,977
-99% -$232K ﹤0.01% 616
2024
Q1 		$254K Buy
1,994
+449
+29% +$52.6K 0.03% 368
2023
Q4 		$166K Sell
1,545
-1,527
-50% -$166K 0.02% 404
2023
Q3 		$347K Buy
+3,072
New +$331K 0.05% 338
2023
Q1 		– Sell
-7,007
Closed -$696K – 496
2022
Q4 		$696K Buy
+7,007
New +$688K 0.09% 283

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
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

SYSTM Wealth Solutions's J Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Jacobs Solutions (J) in Q3 2024, closing a stake of 17 shares — an estimated $1.96K sold.

SYSTM Wealth Solutions first reported a position in J in Q4 2022 and held it in 5 quarters. The position peaked at $696K in Q4 2022. 820 funds tracked by Wall St. Rank hold J as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Jacobs Solutions position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 17 Jacobs Solutions shares in Q3 2024, an estimated $1.96K.
  • SYSTM Wealth Solutions first reported a position in Jacobs Solutions in Q4 2022 and held it in 5 quarters.
  • SYSTM Wealth Solutions's Jacobs Solutions position peaked at $696K in Q4 2022.
  • 820 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.