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Company Main View
Name:
Jackson Grant Investment Advisers Inc.
City:
Stamford
State:
CT
Zip:
06905
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
2016-09-30
2016-06-30
2016-03-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$244,060,000
Total Value Change :
$18,375,000
Securities Held Change :
-2
All Securities Held :
392
New Positions
:
4
Closed Positions
:
6
Increased Positions
:
92
Unchanged Positions
:
257
Decreased Positions
:
39
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Free Registration Required For Full Results
Holdings Found :
6
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
HOG
Harley Davidson Inc
397
Closed
$39.10
$0
0
0%
-1,000
-28
0
Recreational Vehicles
FWONA
Liberty Media Corp
396
Closed
$65.00
$0
0
0%
0
-8
0
Entertainment - Diver...
CRNC
Cerence Inc.
395
Closed
$3.51
$0
0
0%
0
-24
0
N/A
FWONK
Liberty Media Corporation
394
Closed
$0.00
$0
0
0%
-1,000
-11
0
N/A
WYNN
Wynn Resorts Ltd
393
Closed
$94.09
$0
0
0%
-1,000
-8
0
Gambling/Resorts
IAC
IAC/InterActiveCorp
398
Closed
$49.46
$0
0
0%
0
-7
0
Internet Software & S...
6
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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