CAAS
JXN icon

Capital Asset Advisory Services’s Jackson Financial JXN Stock Holding History

Capital Asset Advisory Services’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
Q3 		– Sell
-3,249
Closed -$239K – 334
2024
Q2 		$239K Sell
3,249
-72
-2% -$5.14K 0.01% 285
2024
Q1 		$221K Sell
3,321
-965
-23% -$52.4K 0.01% 296
2023
Q4 		$219K Buy
+4,286
New +$189K 0.01% 281

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Capital Asset Advisory Services's JXN Position: Q3 2024 in Review

Capital Asset Advisory Services sold out of Jackson Financial (JXN) in Q3 2024, closing a stake of 3,249 shares — an estimated $239K sold.

Capital Asset Advisory Services first reported a position in JXN in Q4 2023 and held it in 3 quarters. The position peaked at $239K in Q2 2024. 410 funds tracked by Wall St. Rank hold JXN as of Q3 2024.

  • Capital Asset Advisory Services reported no remaining Jackson Financial position as of Q3 2024 after selling out during the quarter.
  • Capital Asset Advisory Services sold 3,249 Jackson Financial shares in Q3 2024, an estimated $239K.
  • Capital Asset Advisory Services first reported a position in Jackson Financial in Q4 2023 and held it in 3 quarters.
  • Capital Asset Advisory Services's Jackson Financial position peaked at $239K in Q2 2024.
  • 410 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2024.

Based on Capital Asset Advisory Services's 13F filing for Q3 2024, filed 17 Oct 2024.