TFO Wealth Partners’s Jacobs Solutions J Stock Holding History

TFO Wealth Partners’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 Q2	–	Sell	-1	Closed	-$154	–	408
2024 Q1	$154	Hold	1	–	–	﹤0.01%	555
2023 Q4	$130	Sell	1 -6	-86%	-$653	﹤0.01%	751
2023 Q3	$713	Buy	7 +6	+600%	+$646	﹤0.01%	361
2023 Q2	$119	Hold	1	–	–	﹤0.01%	630
2023 Q1	$118	Sell	1 -724	-100%	-$72.2K	﹤0.01%	611
2022 Q4	$13.1K	Buy	+725	New	+$71.2K	﹤0.01%	97

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

TFO Wealth Partners's J Position: Q2 2024 in Review

TFO Wealth Partners sold out of Jacobs Solutions (J) in Q2 2024, closing a stake of 1 share — an estimated $154 sold.

TFO Wealth Partners first reported a position in J in Q4 2022 and held it in 6 quarters. The position peaked at $13.1K in Q4 2022. 817 funds tracked by Wall St. Rank hold J as of Q2 2024.

TFO Wealth Partners reported no remaining Jacobs Solutions position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 1 Jacobs Solutions share in Q2 2024, an estimated $154.
TFO Wealth Partners first reported a position in Jacobs Solutions in Q4 2022 and held it in 6 quarters.
TFO Wealth Partners's Jacobs Solutions position peaked at $13.1K in Q4 2022.
817 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.