Wipfli Financial Advisors’s Jacobs Solutions J Stock Holding History

Wipfli Financial 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
2022 Q3	$176K	Buy	+1,965	New	+$204K	0.01%	487

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wipfli Financial Advisors's J Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Jacobs Solutions (J) in Q3 2022: 1,965 shares worth $176K. The stake represents 0.01% of the portfolio and ranks #487 among its holdings.

623 funds tracked by Wall St. Rank hold J as of Q3 2022.

Wipfli Financial Advisors held 1,965 shares of Jacobs Solutions worth $176K as of Q3 2022.
Jacobs Solutions was a new Wipfli Financial Advisors position in Q3 2022.
Jacobs Solutions made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #487 holding.
623 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.