WR Wealth Planners’s Jacobs Solutions J Stock Holding History

WR Wealth Planners’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 Q4	$17.5K	Buy	132 +17	+15%	+$2.34K	0.01%	496
2024 Q3	$14.9K	Buy	115 +3	+3%	+$362	﹤0.01%	563
2024 Q2	$13K	Buy	112 +9	+9%	+$1.06K	﹤0.01%	536
2024 Q1	$13.1K	Buy	+103	New	+$12.1K	﹤0.01%	540
2023 Q4	–	Sell	-228	Closed	-$25.8K	–	534
2023 Q3	$25.8K	Hold	228	–	–	0.01%	397
2023 Q2	$22.5K	Buy	+228	New	+$21.7K	0.01%	415

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WR Wealth Planners's J Position: Q4 2024 in Review

WR Wealth Planners increased its Jacobs Solutions (J) stake by 15% in Q4 2024, buying an estimated $2.34K and bringing the position to 132 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #496.

WR Wealth Planners first reported a position in J in Q2 2023 and has held it in 6 quarters since. The position peaked at $25.8K in Q3 2023. 863 funds tracked by Wall St. Rank hold J as of Q4 2024.

WR Wealth Planners held 132 shares of Jacobs Solutions worth $17.5K as of Q4 2024.
WR Wealth Planners bought 17 Jacobs Solutions shares in Q4 2024, an estimated $2.34K.
Jacobs Solutions made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #496 holding.
WR Wealth Planners first reported a position in Jacobs Solutions in Q2 2023 and has held it in 6 quarters since.
WR Wealth Planners's Jacobs Solutions position peaked at $25.8K in Q3 2023.
863 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.