Wealthspire Advisors (Maryland)’s J&J Snack Foods JJSF Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio JJSF Stock Details JJSF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-40	Closed	-$6K	–	1240
2019 Q1	$6K	Hold	40	–	–	﹤0.01%	1752
2018 Q4	$6K	Buy	40 +10	+33%	+$1.52K	﹤0.01%	1663
2018 Q3	$5K	Hold	30	–	–	﹤0.01%	1804
2018 Q2	$5K	Hold	30	–	–	﹤0.01%	1791
2018 Q1	$4K	Hold	30	–	–	﹤0.01%	1913
2017 Q4	$5K	Buy	30 +27	+900%	+$3.79K	﹤0.01%	1832
2017 Q3	$0	Buy	3 +2	+200%	+$258	﹤0.01%	2352
2017 Q2	$0	Sell	1 -2	-67%	-$267	﹤0.01%	2233
2017 Q1	$0	Hold	3	–	–	﹤0.01%	1972
2016 Q4	$0	Hold	3	–	–	﹤0.01%	1801
2016 Q3	$0	Hold	3	–	–	﹤0.01%	1775
2016 Q2	$0	Hold	3	–	–	﹤0.01%	1752
2016 Q1	$0	Hold	3	–	–	﹤0.01%	1799
2015 Q4	$0	Buy	+3	New	+$354	﹤0.01%	1747

Other funds holding JJSF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of J&J Snack Foods (JJSF) in Q2 2019, closing a stake of 40 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in JJSF in Q4 2015 and held it in 14 quarters. The position peaked at $6K in Q1 2019. 214 funds tracked by Wall St. Rank hold JJSF as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining J&J Snack Foods position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 40 J&J Snack Foods shares in Q2 2019, an estimated $6K.
Wealthspire Advisors (Maryland) first reported a position in J&J Snack Foods in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s J&J Snack Foods position peaked at $6K in Q1 2019.
214 funds tracked by Wall St. Rank held J&J Snack Foods as of Q2 2019.

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