Advisornet Financial’s Jackson Financial JXN Stock Holding History

Advisornet Financial’s Portfolio JXN Stock Details JXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-10	Closed	-$512	–	2287
2023 Q4	$512	Buy	+10	New	+$440	﹤0.01%	2093
2023 Q2	–	Sell	-7	Closed	-$262	–	2431
2023 Q1	$262	Buy	7 +3	+75%	+$123	﹤0.01%	2203
2022 Q4	$139	Buy	+4	New	+$139	﹤0.01%	2252

Other funds holding JXN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisornet Financial's JXN Position: Q1 2024 in Review

Advisornet Financial sold out of Jackson Financial (JXN) in Q1 2024, closing a stake of 10 shares — an estimated $512 sold.

Advisornet Financial first reported a position in JXN in Q4 2022 and held it in 3 quarters. The position peaked at $512 in Q4 2023. 369 funds tracked by Wall St. Rank hold JXN as of Q1 2024.

Advisornet Financial reported no remaining Jackson Financial position as of Q1 2024 after selling out during the quarter.
Advisornet Financial sold 10 Jackson Financial shares in Q1 2024, an estimated $512.
Advisornet Financial first reported a position in Jackson Financial in Q4 2022 and held it in 3 quarters.
Advisornet Financial's Jackson Financial position peaked at $512 in Q4 2023.
369 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.