BDO Wealth Advisors’s Cracker Barrel CBRL Stock Holding History

BDO Wealth Advisors’s Portfolio CBRL Stock Details CBRL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-125	Closed	-$18K	–	1096
2021 Q3	$18K	Sell	125 -5	-4%	-$700	﹤0.01%	633
2021 Q2	$19K	Sell	130 -375	-74%	-$60.3K	﹤0.01%	632
2021 Q1	$87K	Buy	505 +5	+1%	+$761	0.01%	375
2020 Q4	$66K	Hold	500	–	–	0.01%	328
2020 Q3	$57K	Buy	+500	New	+$58.6K	0.01%	314
2019 Q2	–	Sell	-17	Closed	-$3K	–	620
2019 Q1	$3K	Buy	+17	New	+$2.79K	﹤0.01%	534

Other funds holding CBRL

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

BCC

Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

BDO Wealth Advisors's CBRL Position: Q4 2021 in Review

BDO Wealth Advisors sold out of Cracker Barrel (CBRL) in Q4 2021, closing a stake of 125 shares — an estimated $18K sold.

BDO Wealth Advisors first reported a position in CBRL in Q1 2019 and held it in 6 quarters. The position peaked at $87K in Q1 2021. 322 funds tracked by Wall St. Rank hold CBRL as of Q4 2021.

BDO Wealth Advisors reported no remaining Cracker Barrel position as of Q4 2021 after selling out during the quarter.
BDO Wealth Advisors sold 125 Cracker Barrel shares in Q4 2021, an estimated $18K.
BDO Wealth Advisors first reported a position in Cracker Barrel in Q1 2019 and held it in 6 quarters.
BDO Wealth Advisors's Cracker Barrel position peaked at $87K in Q1 2021.
322 funds tracked by Wall St. Rank held Cracker Barrel as of Q4 2021.

Based on BDO Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.