PMFA
JAX

Plante Moran Financial Advisors’s J. Alexander's Holdings, Inc. JAX Stock Holding History

Plante Moran Financial 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
2020
Q4 		– Sell
-8
Closed – – 1038
2020
Q3 		$0 Buy
+8
New +$35 ﹤0.01% 918
2019
Q1 		– Sell
-103
Closed -$1K – 990
2018
Q4 		$1K Buy
+103
New +$1.01K ﹤0.01% 862

Other funds holding JAX

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
HPC
Hill Path Capital New York $1.37B AUM 15.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
CIC
Cornercap Investment Counsel Atlanta, Georgia $203M AUM 17.67% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Plante Moran Financial Advisors's JAX Position: Q4 2020 in Review

Plante Moran Financial Advisors sold out of J. Alexander's Holdings, Inc. (JAX) in Q4 2020, closing a stake of 8 shares.

Plante Moran Financial Advisors first reported a position in JAX in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q4 2018. 59 funds tracked by Wall St. Rank hold JAX as of Q4 2020.

  • Plante Moran Financial Advisors reported no remaining J. Alexander's Holdings, Inc. position as of Q4 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 8 J. Alexander's Holdings, Inc. shares in Q4 2020.
  • Plante Moran Financial Advisors first reported a position in J. Alexander's Holdings, Inc. in Q4 2018 and held it in 2 quarters.
  • Plante Moran Financial Advisors's J. Alexander's Holdings, Inc. position peaked at $1K in Q4 2018.
  • 59 funds tracked by Wall St. Rank held J. Alexander's Holdings, Inc. as of Q4 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.