Tradition Wealth Management’s Jacobs Solutions J Stock Holding History

Tradition Wealth Management’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 Q1	–	Sell	-296	Closed	-$32K	–	806
2023 Q4	$32K	Hold	296	–	–	﹤0.01%	732
2023 Q3	$33K	Sell	296 -9	-3%	-$970	﹤0.01%	701
2023 Q2	$30K	Hold	305	–	–	﹤0.01%	770
2023 Q1	$30K	Buy	305 +9	+3%	+$898	﹤0.01%	746
2022 Q4	$29K	Hold	296	–	–	﹤0.01%	664
2022 Q3	$27K	Hold	296	–	–	﹤0.01%	681
2022 Q2	$31K	Hold	296	–	–	﹤0.01%	563
2022 Q1	$34K	Hold	296	–	–	﹤0.01%	594
2021 Q4	$34K	Hold	296	–	–	﹤0.01%	622
2021 Q3	$32K	Hold	296	–	–	﹤0.01%	628
2021 Q2	$33K	Sell	296 -34	-10%	-$3.84K	﹤0.01%	642
2021 Q1	$35K	Hold	330	–	–	0.01%	516
2020 Q4	$30K	Buy	+330	New	+$28K	0.01%	509

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

Tradition Wealth Management's J Position: Q1 2024 in Review

Tradition Wealth Management sold out of Jacobs Solutions (J) in Q1 2024, closing a stake of 296 shares — an estimated $32K sold.

Tradition Wealth Management first reported a position in J in Q4 2020 and held it in 13 quarters. The position peaked at $35K in Q1 2021. 823 funds tracked by Wall St. Rank hold J as of Q1 2024.

Tradition Wealth Management reported no remaining Jacobs Solutions position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 296 Jacobs Solutions shares in Q1 2024, an estimated $32K.
Tradition Wealth Management first reported a position in Jacobs Solutions in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Jacobs Solutions position peaked at $35K in Q1 2021.
823 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.