RIA
JAX

Realta Investment Advisors’s J. Alexander's Holdings, Inc. JAX Stock Holding History

Realta Investment 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
Q1 		– Sell
-250
Closed -$3K – 1560
2019
Q4 		$3K Hold
250
– – ﹤0.01% 1452
2019
Q3 		$3K Hold
250
– – ﹤0.01% 1472
2019
Q2 		$3K Buy
+250
New +$2.68K ﹤0.01% 1531

Other funds holding JAX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MPEM
Marathon Partners Equity Management New York $88.3M AUM 20.65% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Realta Investment Advisors's JAX Position: Q1 2020 in Review

Realta Investment Advisors sold out of J. Alexander's Holdings, Inc. (JAX) in Q1 2020, closing a stake of 250 shares — an estimated $3K sold.

Realta Investment Advisors first reported a position in JAX in Q2 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 79 funds tracked by Wall St. Rank hold JAX as of Q1 2020.

  • Realta Investment Advisors reported no remaining J. Alexander's Holdings, Inc. position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 250 J. Alexander's Holdings, Inc. shares in Q1 2020, an estimated $3K.
  • Realta Investment Advisors first reported a position in J. Alexander's Holdings, Inc. in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's J. Alexander's Holdings, Inc. position peaked at $3K in Q4 2019.
  • 79 funds tracked by Wall St. Rank held J. Alexander's Holdings, Inc. as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.