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Newbridge Financial Services Group’s Jackson Financial JXN Stock Holding History

Newbridge Financial Services Group’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
-11
Closed -$337 – 1360
2023
Q2 		$337 Hold
11
– – ﹤0.01% 1276
2023
Q1 		$412 Hold
11
– – ﹤0.01% 1332
2022
Q4 		$383 Hold
11
– – ﹤0.01% 1368
2022
Q3 		$0 Hold
11
– – ﹤0.01% 1426
2022
Q2 		$0 Hold
11
– – ﹤0.01% 1438
2022
Q1 		$0 Hold
11
– – ﹤0.01% 1496
2021
Q4 		$0 Hold
11
– – ﹤0.01% 1478
2021
Q3 		$1K Buy
+11
New +$299 ﹤0.01% 1272

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
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

Newbridge Financial Services Group's JXN Position: Q3 2023 in Review

Newbridge Financial Services Group sold out of Jackson Financial (JXN) in Q3 2023, closing a stake of 11 shares — an estimated $337 sold.

Newbridge Financial Services Group first reported a position in JXN in Q3 2021 and held it in 8 quarters. The position peaked at $1K in Q3 2021. 297 funds tracked by Wall St. Rank hold JXN as of Q3 2023.

  • Newbridge Financial Services Group reported no remaining Jackson Financial position as of Q3 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 11 Jackson Financial shares in Q3 2023, an estimated $337.
  • Newbridge Financial Services Group first reported a position in Jackson Financial in Q3 2021 and held it in 8 quarters.
  • Newbridge Financial Services Group's Jackson Financial position peaked at $1K in Q3 2021.
  • 297 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2023.

Based on Newbridge Financial Services Group's 13F filing for Q3 2023, filed 17 Oct 2023.