Wealthstreet Investment Advisors’s J&J Snack Foods JJSF Stock Holding History

Wealthstreet Investment Advisors’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
2021 Q2	–	Sell	-3,000	Closed	-$471K	–	214
2021 Q1	$471K	Hold	3,000	–	–	0.05%	251
2020 Q4	$466K	Hold	3,000	–	–	0.05%	246
2020 Q3	$391K	Hold	3,000	–	–	0.04%	249
2020 Q2	$381K	Hold	3,000	–	–	0.05%	243
2020 Q1	$363K	Hold	3,000	–	–	0.05%	224
2019 Q4	$553K	Hold	3,000	–	–	0.06%	226
2019 Q3	$579K	Hold	3,000	–	–	0.07%	201
2019 Q2	$483K	Hold	3,000	–	–	0.06%	226
2019 Q1	$477K	Hold	3,000	–	–	0.06%	233
2018 Q4	$420K	Hold	3,000	–	–	0.06%	233
2018 Q3	$453K	Hold	3,000	–	–	0.06%	249
2018 Q2	$457K	Hold	3,000	–	–	0.06%	250
2018 Q1	$410K	Hold	3,000	–	–	0.05%	254
2017 Q4	$455K	Buy	+3,000	New	+$421K	0.06%	240

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

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

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wealthstreet Investment Advisors's JJSF Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of J&J Snack Foods (JJSF) in Q2 2021, closing a stake of 3,000 shares — an estimated $471K sold.

Wealthstreet Investment Advisors first reported a position in JJSF in Q4 2017 and held it in 14 quarters. The position peaked at $579K in Q3 2019. 222 funds tracked by Wall St. Rank hold JJSF as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining J&J Snack Foods position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 3,000 J&J Snack Foods shares in Q2 2021, an estimated $471K.
Wealthstreet Investment Advisors first reported a position in J&J Snack Foods in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's J&J Snack Foods position peaked at $579K in Q3 2019.
222 funds tracked by Wall St. Rank held J&J Snack Foods as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.