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Brewin Dolphin Wealth Management’s Jackson Financial JXN Stock Holding History

Brewin Dolphin Wealth 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
2022
Q2 		$185K Sell
6,902
-1,911
-22% -$69.7K 0.02% 124
2022
Q1 		$390K Sell
8,813
-1,832
-17% -$76.3K 0.04% 103
2021
Q4 		$445K Sell
10,645
-9,977
-48% -$327K 0.05% 100
2021
Q3 		$536K Buy
+20,622
New +$561K 0.06% 91

Other funds holding JXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brewin Dolphin Wealth Management's JXN Position: Q2 2022 in Review

Brewin Dolphin Wealth Management reduced its Jackson Financial (JXN) stake by 22% in Q2 2022, selling an estimated $69.7K and leaving 6,902 shares worth $185K. The position accounts for 0.02% of the portfolio, ranked #124.

Brewin Dolphin Wealth Management first reported a position in JXN in Q3 2021 and has held it in 4 quarters since. The position peaked at $536K in Q3 2021. 227 funds tracked by Wall St. Rank hold JXN as of Q2 2022.

  • Brewin Dolphin Wealth Management held 6,902 shares of Jackson Financial worth $185K as of Q2 2022.
  • Brewin Dolphin Wealth Management sold 1,911 Jackson Financial shares in Q2 2022, an estimated $69.7K.
  • Jackson Financial made up 0.02% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #124 holding.
  • Brewin Dolphin Wealth Management first reported a position in Jackson Financial in Q3 2021 and has held it in 4 quarters since.
  • Brewin Dolphin Wealth Management's Jackson Financial position peaked at $536K in Q3 2021.
  • 227 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.