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Axxcess Wealth Management’s Jack in the Box JACK Stock Holding History

Axxcess Wealth Management’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
2024
Q2 		– Sell
-3,053
Closed -$209K – 905
2024
Q1 		$209K Sell
3,053
-115
-4% -$8.66K 0.01% 803
2023
Q4 		$259K Sell
3,168
-12
-0.4% -$850 0.01% 695
2023
Q3 		$220K Buy
+3,180
New +$271K 0.01% 704
2023
Q2 		– Sell
-3,172
Closed -$278K – 649
2023
Q1 		$278K Buy
3,172
+31
+1% +$2.45K 0.02% 500
2022
Q4 		$214K Buy
+3,141
New +$241K 0.02% 543

Other funds holding JACK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Axxcess Wealth Management's JACK Position: Q2 2024 in Review

Axxcess Wealth Management sold out of Jack in the Box (JACK) in Q2 2024, closing a stake of 3,053 shares — an estimated $209K sold.

Axxcess Wealth Management first reported a position in JACK in Q4 2022 and held it in 5 quarters. The position peaked at $278K in Q1 2023. 209 funds tracked by Wall St. Rank hold JACK as of Q2 2024.

  • Axxcess Wealth Management reported no remaining Jack in the Box position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 3,053 Jack in the Box shares in Q2 2024, an estimated $209K.
  • Axxcess Wealth Management first reported a position in Jack in the Box in Q4 2022 and held it in 5 quarters.
  • Axxcess Wealth Management's Jack in the Box position peaked at $278K in Q1 2023.
  • 209 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.