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Livelsberger Financial Advisory’s Jackson Financial JXN Stock Holding History

Livelsberger Financial Advisory’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
2024
Q1 		– Sell
-8
Closed -$407 – 109
2023
Q4 		$407 Buy
+8
New +$352 ﹤0.01% 440

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Livelsberger Financial Advisory's JXN Position: Q1 2024 in Review

Livelsberger Financial Advisory sold out of Jackson Financial (JXN) in Q1 2024, closing a stake of 8 shares — an estimated $407 sold.

Livelsberger Financial Advisory first reported a position in JXN in Q4 2023 and held it in 1 quarter. The position peaked at $407 in Q4 2023. 369 funds tracked by Wall St. Rank hold JXN as of Q1 2024.

  • Livelsberger Financial Advisory reported no remaining Jackson Financial position as of Q1 2024 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 8 Jackson Financial shares in Q1 2024, an estimated $407.
  • Livelsberger Financial Advisory first reported a position in Jackson Financial in Q4 2023 and held it in 1 quarter.
  • Livelsberger Financial Advisory's Jackson Financial position peaked at $407 in Q4 2023.
  • 369 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2024.

Based on Livelsberger Financial Advisory's 13F filing for Q1 2024, filed 22 May 2024.