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Optimum Investment Advisors’s Jackson Financial JXN Stock Holding History

Optimum Investment Advisors’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
Q4 		– Sell
-500
Closed -$19.1K – 695
2023
Q3 		$19.1K Hold
500
– – 0.01% 475
2023
Q2 		$15.3K Hold
500
– – 0.01% 504
2023
Q1 		$18.7K Buy
+500
New +$20.5K 0.01% 487

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Optimum Investment Advisors's JXN Position: Q4 2023 in Review

Optimum Investment Advisors sold out of Jackson Financial (JXN) in Q4 2023, closing a stake of 500 shares — an estimated $19.1K sold.

Optimum Investment Advisors first reported a position in JXN in Q1 2023 and held it in 3 quarters. The position peaked at $19.1K in Q3 2023. 348 funds tracked by Wall St. Rank hold JXN as of Q4 2023.

  • Optimum Investment Advisors reported no remaining Jackson Financial position as of Q4 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 500 Jackson Financial shares in Q4 2023, an estimated $19.1K.
  • Optimum Investment Advisors first reported a position in Jackson Financial in Q1 2023 and held it in 3 quarters.
  • Optimum Investment Advisors's Jackson Financial position peaked at $19.1K in Q3 2023.
  • 348 funds tracked by Wall St. Rank held Jackson Financial as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.