WealthPLAN Partners’s Jackson Financial JXN Stock Holding History

WealthPLAN Partners’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	-185	Closed	-$6.92K	–	1332
2023 Q1	$6.92K	Buy	+185	New	+$7.6K	﹤0.01%	941

Other funds holding JXN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

WealthPLAN Partners's JXN Position: Q2 2023 in Review

WealthPLAN Partners sold out of Jackson Financial (JXN) in Q2 2023, closing a stake of 185 shares — an estimated $6.92K sold.

WealthPLAN Partners first reported a position in JXN in Q1 2023 and held it in 1 quarter. The position peaked at $6.92K in Q1 2023. 284 funds tracked by Wall St. Rank hold JXN as of Q2 2023.

WealthPLAN Partners reported no remaining Jackson Financial position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 185 Jackson Financial shares in Q2 2023, an estimated $6.92K.
WealthPLAN Partners first reported a position in Jackson Financial in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's Jackson Financial position peaked at $6.92K in Q1 2023.
284 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.