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Cornerstone Wealth Management’s Jackson Financial JXN Stock Holding History

Cornerstone 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
2023
Q4 		– Sell
-6,337
Closed -$242K – 547
2023
Q3 		$242K Buy
+6,337
New +$221K 0.02% 465
2023
Q2 		– Sell
-5,973
Closed -$223K – 514
2023
Q1 		$223K Buy
+5,973
New +$245K 0.02% 429

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
HSBC Holdings
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cornerstone Wealth Management's JXN Position: Q4 2023 in Review

Cornerstone Wealth Management sold out of Jackson Financial (JXN) in Q4 2023, closing a stake of 6,337 shares — an estimated $242K sold.

Cornerstone Wealth Management first reported a position in JXN in Q1 2023 and held it in 2 quarters. The position peaked at $242K in Q3 2023. 348 funds tracked by Wall St. Rank hold JXN as of Q4 2023.

  • Cornerstone Wealth Management reported no remaining Jackson Financial position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Wealth Management sold 6,337 Jackson Financial shares in Q4 2023, an estimated $242K.
  • Cornerstone Wealth Management first reported a position in Jackson Financial in Q1 2023 and held it in 2 quarters.
  • Cornerstone Wealth Management's Jackson Financial position peaked at $242K in Q3 2023.
  • 348 funds tracked by Wall St. Rank held Jackson Financial as of Q4 2023.

Based on Cornerstone Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.