IWA
JAX

Intercontinental Wealth Advisors’s J. Alexander's Holdings, Inc. JAX Stock Holding History

Intercontinental Wealth Advisors’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
2019
Q4 		– Sell
-1
Closed – – 427
2019
Q3 		$0 Hold
1
– – ﹤0.01% 444
2019
Q2 		$0 Hold
1
– – ﹤0.01% 437
2019
Q1 		$0 Hold
1
– – ﹤0.01% 461
2018
Q4 		$0 Buy
+1
New +$10 ﹤0.01% 452

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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
MPEM
Marathon Partners Equity Management New York $88.3M AUM 20.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Intercontinental Wealth Advisors's JAX Position: Q4 2019 in Review

Intercontinental Wealth Advisors sold out of J. Alexander's Holdings, Inc. (JAX) in Q4 2019, closing a stake of 1 share.

Intercontinental Wealth Advisors first reported a position in JAX in Q4 2018 and held it in 4 quarters. The position peaked at $0 in Q3 2019. 91 funds tracked by Wall St. Rank hold JAX as of Q4 2019.

  • Intercontinental Wealth Advisors reported no remaining J. Alexander's Holdings, Inc. position as of Q4 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 1 J. Alexander's Holdings, Inc. share in Q4 2019.
  • Intercontinental Wealth Advisors first reported a position in J. Alexander's Holdings, Inc. in Q4 2018 and held it in 4 quarters.
  • Intercontinental Wealth Advisors's J. Alexander's Holdings, Inc. position peaked at $0 in Q3 2019.
  • 91 funds tracked by Wall St. Rank held J. Alexander's Holdings, Inc. as of Q4 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.