WAM
JAX

Wealthspire Advisors (Maryland)’s J. Alexander's Holdings, Inc. JAX Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q4 		– Sell
-3
Closed – – 2629
2018
Q3 		$0 Hold
3
– – ﹤0.01% 2570
2018
Q2 		$0 Hold
3
– – ﹤0.01% 2644
2018
Q1 		$0 Sell
3
-4
-57% -$40 ﹤0.01% 2696
2017
Q4 		$0 Hold
7
– – ﹤0.01% 2605
2017
Q3 		$0 Hold
7
– – ﹤0.01% 2545
2017
Q2 		$0 Buy
+7
New +$77 ﹤0.01% 2318

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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
MPEM
Marathon Partners Equity Management New York $88.3M AUM 20.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s JAX Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of J. Alexander's Holdings, Inc. (JAX) in Q4 2018, closing a stake of 3 shares.

Wealthspire Advisors (Maryland) first reported a position in JAX in Q2 2017 and held it in 6 quarters. The position peaked at $0 in Q3 2018. 111 funds tracked by Wall St. Rank hold JAX as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining J. Alexander's Holdings, Inc. position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3 J. Alexander's Holdings, Inc. shares in Q4 2018.
  • Wealthspire Advisors (Maryland) first reported a position in J. Alexander's Holdings, Inc. in Q2 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s J. Alexander's Holdings, Inc. position peaked at $0 in Q3 2018.
  • 111 funds tracked by Wall St. Rank held J. Alexander's Holdings, Inc. as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.