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Financial Gravity Asset Management’s Jackson Financial JXN Stock Holding History

Financial Gravity 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
Q3 		– Sell
-31
Closed -$1.08K – 1521
2023
Q2 		$1.08K Buy
+31
New +$999 ﹤0.01% 793

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Financial Gravity Asset Management's JXN Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of Jackson Financial (JXN) in Q3 2023, closing a stake of 31 shares — an estimated $1.08K sold.

Financial Gravity Asset Management first reported a position in JXN in Q2 2023 and held it in 1 quarter. The position peaked at $1.08K in Q2 2023. 297 funds tracked by Wall St. Rank hold JXN as of Q3 2023.

  • Financial Gravity Asset Management reported no remaining Jackson Financial position as of Q3 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 31 Jackson Financial shares in Q3 2023, an estimated $1.08K.
  • Financial Gravity Asset Management first reported a position in Jackson Financial in Q2 2023 and held it in 1 quarter.
  • Financial Gravity Asset Management's Jackson Financial position peaked at $1.08K in Q2 2023.
  • 297 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.