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1834 Investment Advisors’s Jack in the Box JACK Stock Holding History

1834 Investment Advisors’s Portfolio JACK Stock Details JACK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-50
Closed -$6K – 500
2021
Q2 		$6K Hold
50
– – ﹤0.01% 453
2021
Q1 		$6K Buy
+50
New +$5.08K ﹤0.01% 422

Other funds holding JACK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
SAM
Scopus Asset Management New York $7.11B AUM 32.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

1834 Investment Advisors's JACK Position: Q3 2021 in Review

1834 Investment Advisors sold out of Jack in the Box (JACK) in Q3 2021, closing a stake of 50 shares — an estimated $6K sold.

1834 Investment Advisors first reported a position in JACK in Q1 2021 and held it in 2 quarters. The position peaked at $6K in Q2 2021. 242 funds tracked by Wall St. Rank hold JACK as of Q3 2021.

  • 1834 Investment Advisors reported no remaining Jack in the Box position as of Q3 2021 after selling out during the quarter.
  • 1834 Investment Advisors sold 50 Jack in the Box shares in Q3 2021, an estimated $6K.
  • 1834 Investment Advisors first reported a position in Jack in the Box in Q1 2021 and held it in 2 quarters.
  • 1834 Investment Advisors's Jack in the Box position peaked at $6K in Q2 2021.
  • 242 funds tracked by Wall St. Rank held Jack in the Box as of Q3 2021.

Based on 1834 Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.