FinTrust Capital Advisors’s Jackson Financial JXN Stock Holding History

FinTrust Capital Advisors’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 Q2	–	Sell	-9,000	Closed	-$337K	–	1199
2023 Q1	$337K	Hold	9,000	–	–	0.08%	190
2022 Q4	$313K	Hold	9,000	–	–	0.08%	203
2022 Q3	$249K	Hold	9,000	–	–	0.06%	233
2022 Q2	$240K	Buy	9,000 +2,000	+29%	+$72.9K	0.06%	243
2022 Q1	$309K	Buy	+7,000	New	+$292K	0.07%	225
2021 Q4	–	Sell	-22	Closed	-$1K	–	1223
2021 Q3	$1K	Buy	+22	New	+$599	﹤0.01%	1132

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return

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

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

FinTrust Capital Advisors's JXN Position: Q2 2023 in Review

FinTrust Capital Advisors sold out of Jackson Financial (JXN) in Q2 2023, closing a stake of 9,000 shares — an estimated $337K sold.

FinTrust Capital Advisors first reported a position in JXN in Q3 2021 and held it in 6 quarters. The position peaked at $337K in Q1 2023. 285 funds tracked by Wall St. Rank hold JXN as of Q2 2023.

FinTrust Capital Advisors reported no remaining Jackson Financial position as of Q2 2023 after selling out during the quarter.
FinTrust Capital Advisors sold 9,000 Jackson Financial shares in Q2 2023, an estimated $337K.
FinTrust Capital Advisors first reported a position in Jackson Financial in Q3 2021 and held it in 6 quarters.
FinTrust Capital Advisors's Jackson Financial position peaked at $337K in Q1 2023.
285 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2023.

Based on FinTrust Capital Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.