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SOA Wealth Advisors’s Cracker Barrel CBRL Stock Holding History

SOA Wealth Advisors’s Portfolio CBRL Stock Details CBRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-16
Closed -$2K – 897
2021
Q2 		$2K Hold
16
– – ﹤0.01% 760
2021
Q1 		$2K Hold
16
– – ﹤0.01% 705
2020
Q4 		$2K Buy
+16
New +$2.06K ﹤0.01% 686

Other funds holding CBRL

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
BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SOA Wealth Advisors's CBRL Position: Q3 2021 in Review

SOA Wealth Advisors sold out of Cracker Barrel (CBRL) in Q3 2021, closing a stake of 16 shares — an estimated $2K sold.

SOA Wealth Advisors first reported a position in CBRL in Q4 2020 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 305 funds tracked by Wall St. Rank hold CBRL as of Q3 2021.

  • SOA Wealth Advisors reported no remaining Cracker Barrel position as of Q3 2021 after selling out during the quarter.
  • SOA Wealth Advisors sold 16 Cracker Barrel shares in Q3 2021, an estimated $2K.
  • SOA Wealth Advisors first reported a position in Cracker Barrel in Q4 2020 and held it in 3 quarters.
  • SOA Wealth Advisors's Cracker Barrel position peaked at $2K in Q2 2021.
  • 305 funds tracked by Wall St. Rank held Cracker Barrel as of Q3 2021.

Based on SOA Wealth Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.