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Baker Avenue Asset Management’s Jackson Financial JXN Stock Holding History

Baker Avenue Asset Management’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
2023
Q2 		– Sell
-10
Closed -$374 – 1682
2023
Q1 		$374 Hold
10
– – ﹤0.01% 1533
2022
Q4 		$348 Buy
+10
New +$347 ﹤0.01% 1479

Other funds holding JXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Baker Avenue Asset Management's JXN Position: Q2 2023 in Review

Baker Avenue Asset Management sold out of Jackson Financial (JXN) in Q2 2023, closing a stake of 10 shares — an estimated $374 sold.

Baker Avenue Asset Management first reported a position in JXN in Q4 2022 and held it in 2 quarters. The position peaked at $374 in Q1 2023. 285 funds tracked by Wall St. Rank hold JXN as of Q2 2023.

  • Baker Avenue Asset Management reported no remaining Jackson Financial position as of Q2 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 10 Jackson Financial shares in Q2 2023, an estimated $374.
  • Baker Avenue Asset Management first reported a position in Jackson Financial in Q4 2022 and held it in 2 quarters.
  • Baker Avenue Asset Management's Jackson Financial position peaked at $374 in Q1 2023.
  • 285 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2023.

Based on Baker Avenue Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.