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Dynamic Advisor Solutions’s Jack in the Box JACK Stock Holding History

Dynamic Advisor Solutions’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
Q2 		– Sell
-3,371
Closed -$370K – 785
2021
Q1 		$370K Buy
+3,371
New +$343K 0.03% 458

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dynamic Advisor Solutions's JACK Position: Q2 2021 in Review

Dynamic Advisor Solutions sold out of Jack in the Box (JACK) in Q2 2021, closing a stake of 3,371 shares — an estimated $370K sold.

Dynamic Advisor Solutions first reported a position in JACK in Q1 2021 and held it in 1 quarter. The position peaked at $370K in Q1 2021. 253 funds tracked by Wall St. Rank hold JACK as of Q2 2021.

  • Dynamic Advisor Solutions reported no remaining Jack in the Box position as of Q2 2021 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 3,371 Jack in the Box shares in Q2 2021, an estimated $370K.
  • Dynamic Advisor Solutions first reported a position in Jack in the Box in Q1 2021 and held it in 1 quarter.
  • Dynamic Advisor Solutions's Jack in the Box position peaked at $370K in Q1 2021.
  • 253 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2021, filed 10 Aug 2021.