SIAG
JAX

Safeguard Investment Advisory Group’s J. Alexander's Holdings, Inc. JAX Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-228
Closed -$1K – 796
2020
Q4 		$1K Buy
+228
New +$1.45K ﹤0.01% 705

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Safeguard Investment Advisory Group's JAX Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of J. Alexander's Holdings, Inc. (JAX) in Q1 2021, closing a stake of 228 shares — an estimated $1K sold.

Safeguard Investment Advisory Group first reported a position in JAX in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 60 funds tracked by Wall St. Rank hold JAX as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining J. Alexander's Holdings, Inc. position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 228 J. Alexander's Holdings, Inc. shares in Q1 2021, an estimated $1K.
  • Safeguard Investment Advisory Group first reported a position in J. Alexander's Holdings, Inc. in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's J. Alexander's Holdings, Inc. position peaked at $1K in Q4 2020.
  • 60 funds tracked by Wall St. Rank held J. Alexander's Holdings, Inc. as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.