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Fortitude Advisory Group’s Jack in the Box JACK Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-129
Closed -$12K – 743
2022
Q1 		$12K Hold
129
– – 0.01% 972
2021
Q4 		$11K Buy
+129
New +$12K 0.01% 1002

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fortitude Advisory Group's JACK Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Jack in the Box (JACK) in Q2 2022, closing a stake of 129 shares — an estimated $12K sold.

Fortitude Advisory Group first reported a position in JACK in Q4 2021 and held it in 2 quarters. The position peaked at $12K in Q1 2022. 195 funds tracked by Wall St. Rank hold JACK as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Jack in the Box position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 129 Jack in the Box shares in Q2 2022, an estimated $12K.
  • Fortitude Advisory Group first reported a position in Jack in the Box in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Jack in the Box position peaked at $12K in Q1 2022.
  • 195 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.