Golden State Wealth Management’s J. Alexander's Holdings, Inc. JAX Stock Holding History

Golden State Wealth Management’s Portfolio JAX Stock Details JAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-147	Closed	-$1K	–	999
2020 Q1	$1K	Buy	+147	New	+$1.2K	﹤0.01%	963
2019 Q4	–	Sell	-147	Closed	-$2K	–	1056
2019 Q3	$2K	Hold	147	–	–	﹤0.01%	997
2019 Q2	$1K	Hold	147	–	–	﹤0.01%	1049
2019 Q1	$1K	Buy	+147	New	+$1.35K	﹤0.01%	1095

Other funds holding JAX

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

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

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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MPEM

Marathon Partners Equity Management New York $88.3M AUM 20.65% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Golden State Wealth Management's JAX Position: Q2 2020 in Review

Golden State Wealth Management sold out of J. Alexander's Holdings, Inc. (JAX) in Q2 2020, closing a stake of 147 shares — an estimated $1K sold.

Golden State Wealth Management first reported a position in JAX in Q1 2019 and held it in 4 quarters. The position peaked at $2K in Q3 2019. 70 funds tracked by Wall St. Rank hold JAX as of Q2 2020.

Golden State Wealth Management reported no remaining J. Alexander's Holdings, Inc. position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 147 J. Alexander's Holdings, Inc. shares in Q2 2020, an estimated $1K.
Golden State Wealth Management first reported a position in J. Alexander's Holdings, Inc. in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's J. Alexander's Holdings, Inc. position peaked at $2K in Q3 2019.
70 funds tracked by Wall St. Rank held J. Alexander's Holdings, Inc. as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.