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TD Private Client Wealth’s Jackson Financial JXN Stock Holding History

TD Private Client Wealth’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
-6,244
Closed -$167K – 1228
2022
Q2 		$167K Buy
6,244
+5,473
+710% +$200K 0.01% 550
2022
Q1 		$34.1K Buy
771
+770
+77,000% +$32.1K ﹤0.01% 848
2021
Q4 		$42 Hold
1
– – ﹤0.01% 1159
2021
Q3 		$26 Buy
+1
New +$27 ﹤0.01% 1211

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

TD Private Client Wealth's JXN Position: Q3 2022 in Review

TD Private Client Wealth sold out of Jackson Financial (JXN) in Q3 2022, closing a stake of 6,244 shares — an estimated $167K sold.

TD Private Client Wealth first reported a position in JXN in Q3 2021 and held it in 4 quarters. The position peaked at $167K in Q2 2022. 247 funds tracked by Wall St. Rank hold JXN as of Q3 2022.

  • TD Private Client Wealth reported no remaining Jackson Financial position as of Q3 2022 after selling out during the quarter.
  • TD Private Client Wealth sold 6,244 Jackson Financial shares in Q3 2022, an estimated $167K.
  • TD Private Client Wealth first reported a position in Jackson Financial in Q3 2021 and held it in 4 quarters.
  • TD Private Client Wealth's Jackson Financial position peaked at $167K in Q2 2022.
  • 247 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2022.

Based on TD Private Client Wealth's 13F filing for Q3 2022, filed 16 Aug 2024.