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Sutton Wealth Advisors’s Jack in the Box JACK Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-160
Closed -$10.9K – 1178
2022
Q4 		$10.9K Sell
160
-53
-25% -$4.07K ﹤0.01% 913
2022
Q3 		$15.8K Buy
213
+200
+1,538% +$15.2K 0.01% 735
2022
Q2 		$729 Buy
13
+7
+117% +$532 ﹤0.01% 1368
2022
Q1 		$560 Buy
+6
New +$531 ﹤0.01% 1466

Other funds holding JACK

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sutton Wealth Advisors's JACK Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Jack in the Box (JACK) in Q1 2023, closing a stake of 160 shares — an estimated $10.9K sold.

Sutton Wealth Advisors first reported a position in JACK in Q1 2022 and held it in 4 quarters. The position peaked at $15.8K in Q3 2022. 213 funds tracked by Wall St. Rank hold JACK as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Jack in the Box position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 160 Jack in the Box shares in Q1 2023, an estimated $10.9K.
  • Sutton Wealth Advisors first reported a position in Jack in the Box in Q1 2022 and held it in 4 quarters.
  • Sutton Wealth Advisors's Jack in the Box position peaked at $15.8K in Q3 2022.
  • 213 funds tracked by Wall St. Rank held Jack in the Box as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.