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Next Financial Group’s Jack in the Box JACK Stock Holding History

Next Financial Group’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
2021
Q4 		– Sell
-10
Closed -$1K – 2912
2021
Q3 		$1K Buy
+10
New +$1.04K ﹤0.01% 2630
2017
Q3 		– Sell
-50
Closed -$5K – 1860
2017
Q2 		$5K Hold
50
– – ﹤0.01% 1543
2017
Q1 		$5K Hold
50
– – ﹤0.01% 1509
2016
Q4 		$6K Buy
50
+25
+100% +$2.55K ﹤0.01% 1856
2016
Q3 		$2K Hold
25
– – ﹤0.01% 2158
2016
Q2 		$2K Hold
25
– – ﹤0.01% 1589
2016
Q1 		$1K Buy
+25
New +$1.76K ﹤0.01% 1636

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Next Financial Group's JACK Position: Q4 2021 in Review

Next Financial Group sold out of Jack in the Box (JACK) in Q4 2021, closing a stake of 10 shares — an estimated $1K sold.

Next Financial Group first reported a position in JACK in Q1 2016 and held it in 7 quarters. The position peaked at $6K in Q4 2016. 236 funds tracked by Wall St. Rank hold JACK as of Q4 2021.

  • Next Financial Group reported no remaining Jack in the Box position as of Q4 2021 after selling out during the quarter.
  • Next Financial Group sold 10 Jack in the Box shares in Q4 2021, an estimated $1K.
  • Next Financial Group first reported a position in Jack in the Box in Q1 2016 and held it in 7 quarters.
  • Next Financial Group's Jack in the Box position peaked at $6K in Q4 2016.
  • 236 funds tracked by Wall St. Rank held Jack in the Box as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.