Concord Wealth Partners’s Jackson Financial JXN Stock Holding History

Concord Wealth Partners’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 Q4	–	Sell	-1	Closed	-$38	–	928
2023 Q3	$38	Hold	1	–	–	﹤0.01%	1021
2023 Q2	$31	Hold	1	–	–	﹤0.01%	1028
2023 Q1	$37	Hold	1	–	–	﹤0.01%	975
2022 Q4	$35	Buy	+1	New	+$35	﹤0.01%	1241
2022 Q3	–	Sell	-1	Closed	–	–	668
2022 Q2	$0	Buy	+1	New	+$36	﹤0.01%	1306
2022 Q1	–	Sell	-1	Closed	–	–	1338
2021 Q4	$0	Hold	1	–	–	﹤0.01%	1324
2021 Q3	$0	Buy	+1	New	+$27	﹤0.01%	970

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

DSC

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

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

Concord Wealth Partners's JXN Position: Q4 2023 in Review

Concord Wealth Partners sold out of Jackson Financial (JXN) in Q4 2023, closing a stake of 1 share — an estimated $38 sold.

Concord Wealth Partners first reported a position in JXN in Q3 2021 and held it in 7 quarters. The position peaked at $38 in Q3 2023. 348 funds tracked by Wall St. Rank hold JXN as of Q4 2023.

Concord Wealth Partners reported no remaining Jackson Financial position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 1 Jackson Financial share in Q4 2023, an estimated $38.
Concord Wealth Partners first reported a position in Jackson Financial in Q3 2021 and held it in 7 quarters.
Concord Wealth Partners's Jackson Financial position peaked at $38 in Q3 2023.
348 funds tracked by Wall St. Rank held Jackson Financial as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.