HGWM
JAX

Harvest Group Wealth Management’s J. Alexander's Holdings, Inc. JAX Stock Holding History

Harvest Group 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
Q1 		– Sell
-2
Closed – – 1139
2019
Q4 		$0 Hold
2
– – ﹤0.01% 1084
2019
Q3 		$0 Hold
2
– – ﹤0.01% 1162
2019
Q2 		$0 Hold
2
– – ﹤0.01% 1041
2019
Q1 		$0 Buy
+2
New +$18 ﹤0.01% 935

Other funds holding JAX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MPEM
Marathon Partners Equity Management New York $88.3M AUM 20.65% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of J. Alexander's Holdings, Inc. (JAX) in Q1 2020, closing a stake of 2 shares.

Harvest Group Wealth Management first reported a position in JAX in Q1 2019 and held it in 4 quarters. The position peaked at $0 in Q4 2019. 79 funds tracked by Wall St. Rank hold JAX as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining J. Alexander's Holdings, Inc. position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 2 J. Alexander's Holdings, Inc. shares in Q1 2020.
  • Harvest Group Wealth Management first reported a position in J. Alexander's Holdings, Inc. in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's J. Alexander's Holdings, Inc. position peaked at $0 in Q4 2019.
  • 79 funds tracked by Wall St. Rank held J. Alexander's Holdings, Inc. as of Q1 2020.

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