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Laurel Wealth Planning’s Jackson Financial JXN Stock Holding History

Laurel Wealth Planning’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
Q1 		– Sell
-1
Closed -$35 – 130
2022
Q4 		$35 Hold
1
– – ﹤0.01% 215
2022
Q3 		$0 Hold
1
– – ﹤0.01% 232
2022
Q2 		$0 Hold
1
– – ﹤0.01% 265
2022
Q1 		$0 Hold
1
– – ﹤0.01% 268
2021
Q4 		$0 Hold
1
– – ﹤0.01% 213
2021
Q3 		$0 Buy
+1
New +$27 ﹤0.01% 223

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Laurel Wealth Planning's JXN Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Jackson Financial (JXN) in Q1 2023, closing a stake of 1 share — an estimated $35 sold.

Laurel Wealth Planning first reported a position in JXN in Q3 2021 and held it in 6 quarters. The position peaked at $35 in Q4 2022. 300 funds tracked by Wall St. Rank hold JXN as of Q1 2023.

  • Laurel Wealth Planning reported no remaining Jackson Financial position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 1 Jackson Financial share in Q1 2023, an estimated $35.
  • Laurel Wealth Planning first reported a position in Jackson Financial in Q3 2021 and held it in 6 quarters.
  • Laurel Wealth Planning's Jackson Financial position peaked at $35 in Q4 2022.
  • 300 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.