Raffa Wealth Management’s Jack in the Box JACK Stock Holding History

Raffa Wealth Management’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
2022 Q4	–	Sell	-8	Closed	-$593	–	1112
2022 Q3	$593	Buy	8 +2	+33%	+$152	﹤0.01%	979
2022 Q2	$336	Buy	+6	New	+$456	﹤0.01%	1068
2021 Q4	–	Sell	-4	Closed	-$389	–	1136
2021 Q3	$389	Buy	4 +3	+300%	+$313	﹤0.01%	1072
2021 Q2	$111	Hold	1	–	–	﹤0.01%	1088
2021 Q1	$110	Hold	1	–	–	﹤0.01%	1093
2020 Q4	$93	Buy	+1	New	+$88	﹤0.01%	906
2017 Q1	–	Sell	-19	Closed	-$2.12K	–	614
2016 Q4	$2.12K	Hold	19	–	–	﹤0.01%	279
2016 Q3	$1.82K	Hold	19	–	–	﹤0.01%	289
2016 Q2	$1.63K	Hold	19	–	–	﹤0.01%	292
2016 Q1	$1.21K	Hold	19	–	–	﹤0.01%	353
2015 Q4	$1.46K	Buy	19 +5	+36%	+$380	﹤0.01%	308
2015 Q3	$1.08K	Buy	14 +8	+133%	+$683	﹤0.01%	364
2015 Q2	$529	Hold	6	–	–	﹤0.01%	680
2015 Q1	$576	Sell	6 -8	-57%	-$725	﹤0.01%	635
2014 Q4	$1.12K	Hold	14	–	–	﹤0.01%	335
2014 Q3	$955	Buy	+14	New	+$843	﹤0.01%	355
2014 Q1	–	Sell	-14	Closed	-$1.12K	–	491
2013 Q4	$1.12K	Buy	+14	New	+$617	﹤0.01%	335

Other funds holding JACK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BCC

Biglari Capital Corp San Antonio, Texas $1.19B AUM 36.76% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raffa Wealth Management's JACK Position: Q4 2022 in Review

Raffa Wealth Management sold out of Jack in the Box (JACK) in Q4 2022, closing a stake of 8 shares — an estimated $593 sold.

Raffa Wealth Management first reported a position in JACK in Q4 2013 and held it in 17 quarters. The position peaked at $2.12K in Q4 2016. 200 funds tracked by Wall St. Rank hold JACK as of Q4 2022.

Raffa Wealth Management reported no remaining Jack in the Box position as of Q4 2022 after selling out during the quarter.
Raffa Wealth Management sold 8 Jack in the Box shares in Q4 2022, an estimated $593.
Raffa Wealth Management first reported a position in Jack in the Box in Q4 2013 and held it in 17 quarters.
Raffa Wealth Management's Jack in the Box position peaked at $2.12K in Q4 2016.
200 funds tracked by Wall St. Rank held Jack in the Box as of Q4 2022.

Based on Raffa Wealth Management's 13F filing for Q4 2022, filed 27 Jul 2026.