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TCI Wealth Advisors’s Jackson Financial JXN Stock Holding History

TCI Wealth 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
Q2 		– Sell
-336
Closed -$12.6K – 1244
2023
Q1 		$12.6K Buy
336
+2
+0.6% +$82 ﹤0.01% 942
2022
Q4 		$11.6K Buy
334
+53
+19% +$1.84K ﹤0.01% 968
2022
Q3 		$8K Buy
281
+49
+21% +$1.45K ﹤0.01% 1159
2022
Q2 		$6K Buy
+232
New +$8.46K ﹤0.01% 1362

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
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

TCI Wealth Advisors's JXN Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Jackson Financial (JXN) in Q2 2023, closing a stake of 336 shares — an estimated $12.6K sold.

TCI Wealth Advisors first reported a position in JXN in Q2 2022 and held it in 4 quarters. The position peaked at $12.6K in Q1 2023. 285 funds tracked by Wall St. Rank hold JXN as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Jackson Financial position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 336 Jackson Financial shares in Q2 2023, an estimated $12.6K.
  • TCI Wealth Advisors first reported a position in Jackson Financial in Q2 2022 and held it in 4 quarters.
  • TCI Wealth Advisors's Jackson Financial position peaked at $12.6K in Q1 2023.
  • 285 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.