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Wingate Wealth Advisors’s Jacobs Solutions J Stock Holding History

Wingate 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
2025
Q1 		– Sell
-494
Closed -$65.3K – 263
2024
Q4 		$65.3K Buy
+494
New +$68K 0.06% 182

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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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wingate Wealth Advisors's J Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Jacobs Solutions (J) in Q1 2025, closing a stake of 494 shares — an estimated $65.3K sold.

Wingate Wealth Advisors first reported a position in J in Q4 2024 and held it in 1 quarter. The position peaked at $65.3K in Q4 2024. 831 funds tracked by Wall St. Rank hold J as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Jacobs Solutions position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 494 Jacobs Solutions shares in Q1 2025, an estimated $65.3K.
  • Wingate Wealth Advisors first reported a position in Jacobs Solutions in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Jacobs Solutions position peaked at $65.3K in Q4 2024.
  • 831 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.