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Personal CFO Solutions’s J&J Snack Foods JJSF Stock Holding History

Personal CFO Solutions’s Portfolio JJSF Stock Details JJSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,350
Closed -$210K – 424
2020
Q4 		$210K Buy
+1,350
New +$197K 0.05% 341

Other funds holding JJSF

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Personal CFO Solutions's JJSF Position: Q1 2021 in Review

Personal CFO Solutions sold out of J&J Snack Foods (JJSF) in Q1 2021, closing a stake of 1,350 shares — an estimated $210K sold.

Personal CFO Solutions first reported a position in JJSF in Q4 2020 and held it in 1 quarter. The position peaked at $210K in Q4 2020. 229 funds tracked by Wall St. Rank hold JJSF as of Q1 2021.

  • Personal CFO Solutions reported no remaining J&J Snack Foods position as of Q1 2021 after selling out during the quarter.
  • Personal CFO Solutions sold 1,350 J&J Snack Foods shares in Q1 2021, an estimated $210K.
  • Personal CFO Solutions first reported a position in J&J Snack Foods in Q4 2020 and held it in 1 quarter.
  • Personal CFO Solutions's J&J Snack Foods position peaked at $210K in Q4 2020.
  • 229 funds tracked by Wall St. Rank held J&J Snack Foods as of Q1 2021.

Based on Personal CFO Solutions's 13F filing for Q1 2021, filed 21 Apr 2021.