IAA
CBRL icon

Independent Advisor Alliance’s Cracker Barrel CBRL Stock Holding History

Independent Advisor Alliance’s Portfolio CBRL Stock Details CBRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,578
Closed -$203K – 675
2021
Q4 		$203K Sell
1,578
-153
-9% -$20.4K 0.01% 628
2021
Q3 		$242K Sell
1,731
-36
-2% -$5.04K 0.01% 548
2021
Q2 		$262K Buy
+1,767
New +$284K 0.01% 533

Other funds holding CBRL

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
BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Independent Advisor Alliance's CBRL Position: Q1 2022 in Review

Independent Advisor Alliance sold out of Cracker Barrel (CBRL) in Q1 2022, closing a stake of 1,578 shares — an estimated $203K sold.

Independent Advisor Alliance first reported a position in CBRL in Q2 2021 and held it in 3 quarters. The position peaked at $262K in Q2 2021. 316 funds tracked by Wall St. Rank hold CBRL as of Q1 2022.

  • Independent Advisor Alliance reported no remaining Cracker Barrel position as of Q1 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 1,578 Cracker Barrel shares in Q1 2022, an estimated $203K.
  • Independent Advisor Alliance first reported a position in Cracker Barrel in Q2 2021 and held it in 3 quarters.
  • Independent Advisor Alliance's Cracker Barrel position peaked at $262K in Q2 2021.
  • 316 funds tracked by Wall St. Rank held Cracker Barrel as of Q1 2022.

Based on Independent Advisor Alliance's 13F filing for Q1 2022, filed 6 May 2022.