Avestar Capital’s Jack in the Box JACK Stock Holding History

Avestar Capital’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	-6,342	Closed	-$707K	–	475
2021 Q2	$707K	Buy	6,342 +748	+13%	+$87.5K	0.09%	231
2021 Q1	$662K	Buy	+5,594	New	+$569K	0.15%	148

Other funds holding JACK

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

SAM

Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avestar Capital's JACK Position: Q3 2021 in Review

Avestar Capital sold out of Jack in the Box (JACK) in Q3 2021, closing a stake of 6,342 shares — an estimated $707K sold.

Avestar Capital first reported a position in JACK in Q1 2021 and held it in 2 quarters. The position peaked at $707K in Q2 2021. 241 funds tracked by Wall St. Rank hold JACK as of Q3 2021.

Avestar Capital reported no remaining Jack in the Box position as of Q3 2021 after selling out during the quarter.
Avestar Capital sold 6,342 Jack in the Box shares in Q3 2021, an estimated $707K.
Avestar Capital first reported a position in Jack in the Box in Q1 2021 and held it in 2 quarters.
Avestar Capital's Jack in the Box position peaked at $707K in Q2 2021.
241 funds tracked by Wall St. Rank held Jack in the Box as of Q3 2021.

Based on Avestar Capital's 13F filing for Q3 2021, filed 9 Nov 2021.