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Rothschild & Co Wealth Management (UK)’s Jackson Financial JXN Stock Holding History

Rothschild & Co Wealth Management (UK)’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
Q3 		– Sell
-284
Closed -$8K – 36
2022
Q2 		$8K Hold
284
– – ﹤0.01% 40
2022
Q1 		$13K Hold
284
– – ﹤0.01% 31
2021
Q4 		$12K Hold
284
– – ﹤0.01% 31
2021
Q3 		$7K Buy
+284
New +$7.73K ﹤0.01% 37

Other funds holding JXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 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
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
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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s JXN Position: Q3 2022 in Review

Rothschild & Co Wealth Management (UK) sold out of Jackson Financial (JXN) in Q3 2022, closing a stake of 284 shares — an estimated $8K sold.

Rothschild & Co Wealth Management (UK) first reported a position in JXN in Q3 2021 and held it in 4 quarters. The position peaked at $13K in Q1 2022. 247 funds tracked by Wall St. Rank hold JXN as of Q3 2022.

  • Rothschild & Co Wealth Management (UK) reported no remaining Jackson Financial position as of Q3 2022 after selling out during the quarter.
  • Rothschild & Co Wealth Management (UK) sold 284 Jackson Financial shares in Q3 2022, an estimated $8K.
  • Rothschild & Co Wealth Management (UK) first reported a position in Jackson Financial in Q3 2021 and held it in 4 quarters.
  • Rothschild & Co Wealth Management (UK)'s Jackson Financial position peaked at $13K in Q1 2022.
  • 247 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2022.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q3 2022, filed 27 Oct 2022.