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Thomas J. Herzfeld Advisors’s Jackson Financial JXN Stock Holding History

Thomas J. Herzfeld 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
2021
Q4 		– Sell
-76
Closed -$2K – 373
2021
Q3 		$2K Buy
+76
New +$2.07K ﹤0.01% 333

Other funds holding JXN

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LCP
LGT Capital Partners Pfaeffikon, Switzerland $1.88B AUM 20.37% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Thomas J. Herzfeld Advisors's JXN Position: Q4 2021 in Review

Thomas J. Herzfeld Advisors sold out of Jackson Financial (JXN) in Q4 2021, closing a stake of 76 shares — an estimated $2K sold.

Thomas J. Herzfeld Advisors first reported a position in JXN in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 226 funds tracked by Wall St. Rank hold JXN as of Q4 2021.

  • Thomas J. Herzfeld Advisors reported no remaining Jackson Financial position as of Q4 2021 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 76 Jackson Financial shares in Q4 2021, an estimated $2K.
  • Thomas J. Herzfeld Advisors first reported a position in Jackson Financial in Q3 2021 and held it in 1 quarter.
  • Thomas J. Herzfeld Advisors's Jackson Financial position peaked at $2K in Q3 2021.
  • 226 funds tracked by Wall St. Rank held Jackson Financial as of Q4 2021.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.