TCWA
J icon

Ten Capital Wealth Advisors’s Jacobs Solutions J Stock Holding History

Ten Capital 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
Q2 		$235K Hold
2,400
– – 0.07% 114
2023
Q1 		$233K Buy
+2,400
New +$239K 0.08% 99

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Allspring Global Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Ten Capital Wealth Advisors's J Position: Q2 2023 in Review

Ten Capital Wealth Advisors held its Jacobs Solutions (J) position steady in Q2 2023 at 2,400 shares worth $235K. The position accounts for 0.07% of the portfolio, ranked #114.

Ten Capital Wealth Advisors first reported a position in J in Q1 2023 and has held it in 2 quarters since. 717 funds tracked by Wall St. Rank hold J as of Q2 2023.

  • Ten Capital Wealth Advisors held 2,400 shares of Jacobs Solutions worth $235K as of Q2 2023.
  • Ten Capital Wealth Advisors left its Jacobs Solutions share count unchanged in Q2 2023.
  • Jacobs Solutions made up 0.07% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #114 holding.
  • Ten Capital Wealth Advisors first reported a position in Jacobs Solutions in Q1 2023 and has held it in 2 quarters since.
  • 717 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.