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Wealthspire Advisors (Maryland)’s Jack in the Box JACK Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-269
Closed -$22K – 1228
2019
Q1 		$22K Buy
269
+19
+8% +$1.52K ﹤0.01% 1234
2018
Q4 		$19K Sell
250
-20
-7% -$1.63K ﹤0.01% 1220
2018
Q3 		$23K Hold
270
– – ﹤0.01% 1254
2018
Q2 		$23K Sell
270
-503
-65% -$43.4K ﹤0.01% 1259
2018
Q1 		$66K Sell
773
-517
-40% -$46.3K 0.01% 879
2017
Q4 		$127K Sell
1,290
-90
-7% -$9.15K 0.01% 626
2017
Q3 		$141K Buy
1,380
+411
+42% +$39.3K 0.02% 589
2017
Q2 		$95K Buy
969
+705
+267% +$72.8K 0.01% 713
2017
Q1 		$27K Buy
264
+3
+1% +$311 ﹤0.01% 983
2016
Q4 		$29K Buy
261
+5
+2% +$511 ﹤0.01% 917
2016
Q3 		$25K Hold
256
– – ﹤0.01% 998
2016
Q2 		$22K Hold
256
– – ﹤0.01% 971
2016
Q1 		$16K Sell
256
-175
-41% -$12.3K ﹤0.01% 1041
2015
Q4 		$33K Buy
+431
New +$32.7K 0.01% 819

Other funds holding JACK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s JACK Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Jack in the Box (JACK) in Q2 2019, closing a stake of 269 shares — an estimated $22K sold.

Wealthspire Advisors (Maryland) first reported a position in JACK in Q4 2015 and held it in 14 quarters. The position peaked at $141K in Q3 2017. 238 funds tracked by Wall St. Rank hold JACK as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Jack in the Box position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 269 Jack in the Box shares in Q2 2019, an estimated $22K.
  • Wealthspire Advisors (Maryland) first reported a position in Jack in the Box in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Jack in the Box position peaked at $141K in Q3 2017.
  • 238 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.