JWA
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JFS Wealth Advisors’s Jack in the Box JACK Stock Holding History

JFS Wealth Advisors’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
2024
Q3 		– Sell
-7
Closed -$357 – 1994
2024
Q2 		$357 Sell
7
-3
-30% -$168 ﹤0.01% 1846
2024
Q1 		$685 Buy
10
+2
+25% +$151 ﹤0.01% 1732
2023
Q4 		$654 Hold
8
– – ﹤0.01% 1754
2023
Q3 		$553 Sell
8
-5
-38% -$425 ﹤0.01% 1731
2023
Q2 		$1.27K Hold
13
– – ﹤0.01% 1530
2023
Q1 		$1.14K Buy
13
+4
+44% +$316 ﹤0.01% 1544
2022
Q4 		$614 Sell
9
-5
-36% -$384 ﹤0.01% 1702
2022
Q3 		$1K Buy
14
+2
+17% +$152 ﹤0.01% 1569
2022
Q2 		$1K Buy
12
+1
+9% +$76 ﹤0.01% 1553
2022
Q1 		$1K Buy
11
+7
+175% +$620 ﹤0.01% 1660
2021
Q4 		$0 Buy
+4
New +$372 ﹤0.01% 1795

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JFS Wealth Advisors's JACK Position: Q3 2024 in Review

JFS Wealth Advisors sold out of Jack in the Box (JACK) in Q3 2024, closing a stake of 7 shares — an estimated $357 sold.

JFS Wealth Advisors first reported a position in JACK in Q4 2021 and held it in 11 quarters. The position peaked at $1.27K in Q2 2023. 205 funds tracked by Wall St. Rank hold JACK as of Q3 2024.

  • JFS Wealth Advisors reported no remaining Jack in the Box position as of Q3 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 7 Jack in the Box shares in Q3 2024, an estimated $357.
  • JFS Wealth Advisors first reported a position in Jack in the Box in Q4 2021 and held it in 11 quarters.
  • JFS Wealth Advisors's Jack in the Box position peaked at $1.27K in Q2 2023.
  • 205 funds tracked by Wall St. Rank held Jack in the Box as of Q3 2024.

Based on JFS Wealth Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.