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Heritage Wealth Management (Arizona)’s Jackson Financial JXN Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$16.9K Buy
486
+243
+100% +$8.44K ﹤0.01% 695
2022
Q3 		$7K Buy
+243
New +$7.18K ﹤0.01% 711

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s JXN Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Jackson Financial (JXN) stake by 100% in Q4 2022, buying an estimated $8.44K and bringing the position to 486 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Heritage Wealth Management (Arizona) first reported a position in JXN in Q3 2022 and has held it in 2 quarters since. 292 funds tracked by Wall St. Rank hold JXN as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 486 shares of Jackson Financial worth $16.9K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 243 Jackson Financial shares in Q4 2022, an estimated $8.44K.
  • Jackson Financial made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #695 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Jackson Financial in Q3 2022 and has held it in 2 quarters since.
  • 292 funds tracked by Wall St. Rank held Jackson Financial as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.