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

JFS 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
2021 Q3	–	Sell	-394	Closed	-$5K	–	856
2021 Q2	$5K	Hold	394	–	–	﹤0.01%	504
2021 Q1	$4K	Hold	394	–	–	﹤0.01%	500
2020 Q4	$3K	Hold	394	–	–	﹤0.01%	524
2020 Q3	$2K	Hold	394	–	–	﹤0.01%	527
2020 Q2	$2K	Hold	394	–	–	﹤0.01%	502
2020 Q1	$2K	Hold	394	–	–	﹤0.01%	458
2019 Q4	$4K	Hold	394	–	–	﹤0.01%	426
2019 Q3	$5K	Hold	394	–	–	﹤0.01%	409
2019 Q2	$4K	Hold	394	–	–	﹤0.01%	414
2019 Q1	$4K	Hold	394	–	–	﹤0.01%	413
2018 Q4	$3K	Hold	394	–	–	﹤0.01%	419
2018 Q3	$5K	Hold	394	–	–	﹤0.01%	459
2018 Q2	$4K	Sell	394 -161	-29%	-$1.92K	﹤0.01%	420
2018 Q1	$6K	Hold	555	–	–	﹤0.01%	413
2017 Q4	$5K	Hold	555	–	–	﹤0.01%	435
2017 Q3	$6K	Hold	555	–	–	﹤0.01%	389
2017 Q2	$7K	Hold	555	–	–	﹤0.01%	361
2017 Q1	$6K	Hold	555	–	–	﹤0.01%	388
2016 Q4	$6K	Hold	555	–	–	﹤0.01%	388
2016 Q3	$6K	Hold	555	–	–	﹤0.01%	423
2016 Q2	$6K	Hold	555	–	–	﹤0.01%	429
2016 Q1	$6K	Hold	555	–	–	﹤0.01%	446
2015 Q4	$6K	Hold	555	–	–	﹤0.01%	441
2015 Q3	$6K	Buy	+555	New	+$5.47K	﹤0.01%	384

Other funds holding JAX

CCM

Chicago Capital Management Chicago, Illinois $121M AUM 74.36% 1-Year Est. Return

GLAM

Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return

CGA

Crescent Grove Advisors Lake Forest, Illinois $1.04B AUM 17.78% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

SMC

S. Muoio & Co New York $75.7M AUM 42.51% 1-Year Est. Return

MRCM

Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

FNF

Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

JFS Wealth Advisors's JAX Position: Q3 2021 in Review

JFS Wealth Advisors sold out of J. Alexander's Holdings, Inc. (JAX) in Q3 2021, closing a stake of 394 shares — an estimated $5K sold.

JFS Wealth Advisors first reported a position in JAX in Q3 2015 and held it in 24 quarters. The position peaked at $7K in Q2 2017. 16 funds tracked by Wall St. Rank hold JAX as of Q3 2021.

JFS Wealth Advisors reported no remaining J. Alexander's Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
JFS Wealth Advisors sold 394 J. Alexander's Holdings, Inc. shares in Q3 2021, an estimated $5K.
JFS Wealth Advisors first reported a position in J. Alexander's Holdings, Inc. in Q3 2015 and held it in 24 quarters.
JFS Wealth Advisors's J. Alexander's Holdings, Inc. position peaked at $7K in Q2 2017.
16 funds tracked by Wall St. Rank held J. Alexander's Holdings, Inc. as of Q3 2021.

Based on JFS Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.