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Aevitas Wealth Management’s J&J Snack Foods JJSF Stock Holding History

Aevitas Wealth Management’s Portfolio JJSF Stock Details JJSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-61
Closed -$8K – 457
2018
Q1 		$8K Buy
61
+1
+2% +$141 0.01% 342
2017
Q4 		$9K Buy
+60
New +$8.42K 0.01% 326

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SAM
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Aevitas Wealth Management's JJSF Position: Q2 2018 in Review

Aevitas Wealth Management sold out of J&J Snack Foods (JJSF) in Q2 2018, closing a stake of 61 shares — an estimated $8K sold.

Aevitas Wealth Management first reported a position in JJSF in Q4 2017 and held it in 2 quarters. The position peaked at $9K in Q4 2017. 214 funds tracked by Wall St. Rank hold JJSF as of Q2 2018.

  • Aevitas Wealth Management reported no remaining J&J Snack Foods position as of Q2 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 61 J&J Snack Foods shares in Q2 2018, an estimated $8K.
  • Aevitas Wealth Management first reported a position in J&J Snack Foods in Q4 2017 and held it in 2 quarters.
  • Aevitas Wealth Management's J&J Snack Foods position peaked at $9K in Q4 2017.
  • 214 funds tracked by Wall St. Rank held J&J Snack Foods as of Q2 2018.

Based on Aevitas Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.