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
AIN
Albany International Corp

Consumer Cyclical
Q3 2021 Filed on Oct 13, 2021
330
$75.13 - $88.88 $24.8K - $29.3K
TWLO
Twilio Inc

Communication Services
Q3 2021 Filed on Oct 13, 2021
142
$312.8 - $409.84 $44.4K - $58.2K
Draftkings Inc
Q2 2021 Filed on Jul 15, 2021
200
N/A
USPH
U S Physical Therapy Inc

Healthcare
Q2 2021 Filed on Jul 15, 2021
700
$104.07 - $121.37 $72.8K - $85K
Slack Technologies Inc
Q2 2021 Filed on Jul 15, 2021
500
N/A
SCI
Service Corp International

Consumer Cyclical
Q2 2021 Filed on Jul 15, 2021
270
$51.36 - $56.71 $13.9K - $15.3K
VONG
Vanguard Russell 1000 Growth E

ETFs
Q2 2021 Filed on Jul 15, 2021
100
$62.94 - $69.93 $6.29K - $6.99K
Eaton Vance Corp
Q1 2021 Filed on Apr 22, 2021
219
N/A
Firstcash Inc
Q1 2021 Filed on Apr 22, 2021
293
N/A
DOCU
Docusign, Inc.

Technology
Q1 2021 Filed on Apr 22, 2021
345
$192.84 - $265.16 $66.5K - $91.5K
Anaplan Inc
Q1 2021 Filed on Apr 22, 2021
100
N/A
BHC
Bausch Health Companies Inc.

Healthcare
Q1 2021 Filed on Apr 22, 2021
100
$21.37 - $34.38 $2.14K - $3.44K
ARW
Arrow Electronics Inc

Technology
Q1 2021 Filed on Apr 22, 2021
163
$97.62 - $110.82 $15.9K - $18.1K
CBT
Cabot Corp

Basic Materials
Q1 2021 Filed on Apr 22, 2021
265
$43.84 - $54.11 $11.6K - $14.3K
DAL
Delta Air Lines, Inc.

Industrials
Q1 2021 Filed on Apr 22, 2021
350
$37.82 - $50.99 $13.2K - $17.8K
BXP
Boston Properties Inc

Real Estate
Q1 2021 Filed on Apr 22, 2021
73
$89.59 - $108.59 $6.54K - $7.93K
Cloudera Inc
Q1 2021 Filed on Apr 22, 2021
500
N/A
HXL
Hexcel Corp

Industrials
Q1 2021 Filed on Apr 22, 2021
375
$43.66 - $64.16 $16.4K - $24.1K
WWW
Wolverine World Wide Inc

Consumer Cyclical
Q1 2021 Filed on Apr 22, 2021
490
$28.64 - $41.42 $14K - $20.3K
VDE
Vanguard Energy ETF

ETFs
Q1 2021 Filed on Apr 22, 2021
14
$52.13 - $74.47 $730 - $1.04K
SHOP
Shopify Inc.

Technology
Q1 2021 Filed on Apr 22, 2021
5
$103.99 - $147.4 $520 - $737
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q1 2021 Filed on Apr 22, 2021
3,095
$5.79 - $6.87 $17.9K - $21.3K
AOS
Smith A O Corp

Industrials
Q1 2021 Filed on Apr 22, 2021
264
$53.19 - $69.49 $14K - $18.3K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
Q1 2021 Filed on Apr 22, 2021
15
$69.3 - $74.47 $1.04K - $1.12K
SPLK
Splunk Inc

Technology
Q1 2021 Filed on Apr 22, 2021
805
$131.03 - $175.09 $105K - $141K
SU
Suncor Energy Inc

Energy
Q1 2021 Filed on Apr 22, 2021
100
$16.72 - $23.53 $1.67K - $2.35K
SGRY
Surgery Partners, Inc.

Healthcare
Q1 2021 Filed on Apr 22, 2021
250
$27.6 - $44.26 $6.9K - $11.1K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
Q1 2021 Filed on Apr 22, 2021
92
$80.68 - $85.86 $7.42K - $7.9K
OSUR
Orasure Technologies Inc

Healthcare
Q1 2021 Filed on Apr 22, 2021
1,544
$9.53 - $15.42 $14.7K - $23.8K
OXYWS
Occidental Pete Corp Wt Exp 08
Q1 2021 Filed on Apr 22, 2021
25
N/A
Nantkwest Inc
Q1 2021 Filed on Apr 22, 2021
5,000
N/A
HPP
Hudson Pacific Properties, Inc.

Real Estate
Q1 2021 Filed on Apr 22, 2021
795
$22.89 - $28.43 $18.2K - $22.6K
General Electric CO
Q1 2021 Filed on Apr 22, 2021
2,193
N/A
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q1 2021 Filed on Apr 22, 2021
49
$59.7 - $63.96 $2.93K - $3.13K
Dunkin Brands Group Inc
Q4 2020 Filed on Mar 03, 2021
145
N/A
Spdr Series Trust
Q3 2020 Filed on Nov 12, 2020
107
N/A
TOL
Toll Brothers, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 12, 2020
200
$31.53 - $49.35 $6.31K - $9.87K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q3 2020 Filed on Nov 12, 2020
200
$43.34 - $53.1 $8.67K - $10.6K
Raytheon CO
Q3 2020 Filed on Nov 12, 2020
1,924
N/A
Hsbc Hldgs PLC
Q3 2020 Filed on Nov 12, 2020
1,269
N/A
Northwest Nat Gas CO
Q3 2020 Filed on Nov 12, 2020
961
N/A
Thomson Reuters Corp
Q3 2020 Filed on Nov 12, 2020
3,803
N/A
BGCP
Bgc Partners, Inc.

Financial Services
Q2 2020 Filed on Aug 14, 2020
800
$2.19 - $3.29 $1.75K - $2.63K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
Q2 2020 Filed on Aug 14, 2020
336
$26.29 - $28.33 $8.83K - $9.52K
Direxion Shs ETF Tr
Q2 2020 Filed on Aug 14, 2020
218
N/A
NMRK
Newmark Group, Inc.

Real Estate
Q2 2020 Filed on Aug 14, 2020
371
$2.87 - $6.58 $1.06K - $2.44K
United Technologies Corp
Q2 2020 Filed on Aug 14, 2020
1,709
N/A
NEAR
Blackrock Short Maturity Bond

ETFs
Q2 2020 Filed on Aug 14, 2020
6,946
$48.5 - $50.01 $337K - $347K
PSX
Phillips 66

Energy
Q1 2020 Filed on May 12, 2020
329
$42.09 - $112.2 $13.8K - $36.9K
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