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

Harvest Group 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
2020
Q1 		– Sell
-45
Closed -$3K – 734
2019
Q4 		$3K Hold
45
– – ﹤0.01% 509
2019
Q3 		$4K Hold
45
– – ﹤0.01% 475
2019
Q2 		$3K Hold
45
– – ﹤0.01% 457
2019
Q1 		$4K Buy
+45
New +$3.6K ﹤0.01% 428

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Harvest Group Wealth Management's JACK Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Jack in the Box (JACK) in Q1 2020, closing a stake of 45 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in JACK in Q1 2019 and held it in 4 quarters. The position peaked at $4K in Q3 2019. 194 funds tracked by Wall St. Rank hold JACK as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Jack in the Box position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 45 Jack in the Box shares in Q1 2020, an estimated $3K.
  • Harvest Group Wealth Management first reported a position in Jack in the Box in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's Jack in the Box position peaked at $4K in Q3 2019.
  • 194 funds tracked by Wall St. Rank held Jack in the Box as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.