Glassman Wealth Services’s Jackson Financial JXN Stock Holding History

Glassman Wealth 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
2023 Q3	–	Sell	-17	Closed	-$520	–	2027
2023 Q2	$520	Buy	+17	New	+$548	﹤0.01%	1632
2022 Q1	–	Sell	-1	Closed	–	–	1799
2021 Q4	$0	Sell	1 -17	-94%	-$557	﹤0.01%	1771
2021 Q3	$0	Buy	+18	New	+$490	﹤0.01%	1708

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Glassman Wealth Services's JXN Position: Q3 2023 in Review

Glassman Wealth Services sold out of Jackson Financial (JXN) in Q3 2023, closing a stake of 17 shares — an estimated $520 sold.

Glassman Wealth Services first reported a position in JXN in Q3 2021 and held it in 3 quarters. The position peaked at $520 in Q2 2023. 297 funds tracked by Wall St. Rank hold JXN as of Q3 2023.

Glassman Wealth Services reported no remaining Jackson Financial position as of Q3 2023 after selling out during the quarter.
Glassman Wealth Services sold 17 Jackson Financial shares in Q3 2023, an estimated $520.
Glassman Wealth Services first reported a position in Jackson Financial in Q3 2021 and held it in 3 quarters.
Glassman Wealth Services's Jackson Financial position peaked at $520 in Q2 2023.
297 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2023.

Based on Glassman Wealth Services's 13F filing for Q3 2023, filed 14 Nov 2023.