Jackson, Grant Investment Advisers, Inc. Closed Holding Positions

Jackson, Grant Investment Advisers, Inc.

  • $265 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q2 2022 Filed on Aug 04, 2022
116
$90.32 - $102.87 $10.5K - $11.9K
Peoples United Financial Inc
Q2 2022 Filed on Aug 04, 2022
4,432
N/A
SSO
Proshares Ultra S&P 500

ETFs
Q2 2022 Filed on Aug 04, 2022
501
$42.28 - $67.05 $21.2K - $33.6K
ROST
Ross Stores, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
206
$70.23 - $108.41 $14.5K - $22.3K
SOXL
Direxion Daily Semiconductor B

ETFs
Q2 2022 Filed on Aug 04, 2022
300
$13.1 - $37.96 $3.93K - $11.4K
GM
General Motors CO

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
187
$31.42 - $43.18 $5.88K - $8.07K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
508
$31.56 - $42.79 $16K - $21.7K
QLD
Proshares Ultra Qqq

ETFs
Q2 2022 Filed on Aug 04, 2022
150
$38.92 - $74.76 $5.84K - $11.2K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q2 2022 Filed on Aug 04, 2022
591
$69.84 - $121.86 $41.3K - $72K
CRWD
Crowd Strike Holdings, Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
400
$137.4 - $239.86 $55K - $95.9K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
Q2 2022 Filed on Aug 04, 2022
100
$60.24 - $123.53 $6.02K - $12.4K
PCTY
Paylocity Holding Corp

Technology
Q2 2022 Filed on Aug 04, 2022
443
$154.3 - $216.46 $68.4K - $95.9K
TGT
Target Corp

Consumer Defensive
Q2 2022 Filed on Aug 04, 2022
85
$139.3 - $249.32 $11.8K - $21.2K
ETSY
Etsy Inc

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
150
$69.0 - $136.17 $10.4K - $20.4K
BILL
Bill.Com Holdings, Inc.

Technology
Q1 2022 Filed on Apr 28, 2022
300
$156.08 - $256.9 $46.8K - $77.1K
ESTC
Elastic N.V.

Technology
Q1 2022 Filed on Apr 28, 2022
300
$67.07 - $119.57 $20.1K - $35.9K
OGN
Organon & Co.

Healthcare
Q1 2022 Filed on Apr 28, 2022
360
$30.45 - $39.36 $11K - $14.2K
APLE
Apple Hospitality Reit, Inc.

Real Estate
Q1 2022 Filed on Apr 28, 2022
1,138
$15.35 - $18.55 $17.5K - $21.1K
WIX
Wix.Com Ltd.

Technology
Q4 2021 Filed on Jan 24, 2022
126
$138.73 - $200.92 $17.5K - $25.3K
SR
Spire Inc

Utilities
Q4 2021 Filed on Jan 24, 2022
680
$59.64 - $65.98 $40.6K - $44.9K
Sterling Bancorp Del
Q4 2021 Filed on Jan 24, 2022
865
N/A
EXAS
Exact Sciences Corp

Healthcare
Q4 2021 Filed on Jan 24, 2022
212
$72.5 - $100.68 $15.4K - $21.3K
Acon S2 Acquisition Corp
Q4 2021 Filed on Jan 24, 2022
302
N/A
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q4 2021 Filed on Jan 24, 2022
115
$91.87 - $125.12 $10.6K - $14.4K
Xilinx Inc
Q4 2021 Filed on Jan 24, 2022
321
N/A
FORM
Formfactor Inc

Technology
Q3 2021 Filed on Oct 13, 2021
599
$33.84 - $40.42 $20.3K - $24.2K
UBER
Uber Technologies, Inc

Technology
Q3 2021 Filed on Oct 13, 2021
964
$38.48 - $51.71 $37.1K - $49.8K
FISV
Fiserv Inc

Technology
Q3 2021 Filed on Oct 13, 2021
18
$106.21 - $119.11 $1.91K - $2.14K
PPC
Pilgrims Pride Corp

Consumer Defensive
Q3 2021 Filed on Oct 13, 2021
513
$20.5 - $29.55 $10.5K - $15.2K
SON
Sonoco Products CO

Consumer Cyclical
Q3 2021 Filed on Oct 13, 2021
194
$59.58 - $67.48 $11.6K - $13.1K
FFIV
F5, Inc.

Technology
Q3 2021 Filed on Oct 13, 2021
4
$182.95 - $212.95 $732 - $852
TMUS
T Mobile Us, Inc.

Communication Services
Q3 2021 Filed on Oct 13, 2021
4
$124.9 - $149.41 $500 - $598
OFC
Corporate Office Properties Trust

Real Estate
Q3 2021 Filed on Oct 13, 2021
747
$26.91 - $29.97 $20.1K - $22.4K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
Q3 2021 Filed on Oct 13, 2021
144
$133.13 - $149.49 $19.2K - $21.5K
Royal Dutch Shell PLC
Q3 2021 Filed on Oct 13, 2021
39
N/A
VTRS
Viatris Inc

Healthcare
Q3 2021 Filed on Oct 13, 2021
7
$13.25 - $15.13 $92.8 - $106
PNW
Pinnacle West Capital Corp

Utilities
Q3 2021 Filed on Oct 13, 2021
9
$71.68 - $86.39 $645 - $778
HMN
Horace Mann Educators Corp

Financial Services
Q3 2021 Filed on Oct 13, 2021
383
$37.0 - $41.81 $14.2K - $16K
TTWO
Take Two Interactive Software Inc

Communication Services
Q3 2021 Filed on Oct 13, 2021
74
$145.25 - $178.97 $10.7K - $13.2K
CTXS
Citrix Systems Inc

Technology
Q3 2021 Filed on Oct 13, 2021
104
$99.0 - $118.93 $10.3K - $12.4K
EOG
Eog Resources Inc

Energy
Q3 2021 Filed on Oct 13, 2021
303
$64.26 - $85.99 $19.5K - $26.1K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2021 Filed on Oct 13, 2021
150
$145.08 - $221.87 $21.8K - $33.3K
IBRX
Immunity Bio, Inc.

Healthcare
Q3 2021 Filed on Oct 13, 2021
5,000
$9.17 - $14.24 $45.9K - $71.2K
AROC
Archrock, Inc.

Energy
Q3 2021 Filed on Oct 13, 2021
2,440
$7.22 - $9.19 $17.6K - $22.4K
COLD
Americold Realty Trust

Real Estate
Q3 2021 Filed on Oct 13, 2021
294
$29.05 - $40.38 $8.54K - $11.9K
KEYS
Keysight Technologies, Inc.

Technology
Q3 2021 Filed on Oct 13, 2021
48
$153.15 - $181.46 $7.35K - $8.71K
SUI
Sun Communities Inc

Real Estate
Q3 2021 Filed on Oct 13, 2021
7
$171.83 - $209.33 $1.2K - $1.47K
TD
Toronto Dominion Bank

Financial Services
Q3 2021 Filed on Oct 13, 2021
884
$63.87 - $70.76 $56.5K - $62.6K
BAH
Booz Allen Hamilton Holding Corp

Industrials
Q3 2021 Filed on Oct 13, 2021
72
$78.07 - $89.92 $5.62K - $6.47K
Track This Portfolio

Track Jackson, Grant Investment Advisers, Inc. Portfolio

Follow Jackson, Grant Investment Advisers, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jackson, Grant Investment Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jackson, Grant Investment Advisers, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email