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WealthShield Partners’s Jackson Financial JXN Stock Holding History

WealthShield 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
2022
Q2 		– Sell
-19,149
Closed -$847K – 312
2022
Q1 		$847K Buy
+19,149
New +$798K 0.14% 169

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
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthShield Partners's JXN Position: Q2 2022 in Review

WealthShield Partners sold out of Jackson Financial (JXN) in Q2 2022, closing a stake of 19,149 shares — an estimated $847K sold.

WealthShield Partners first reported a position in JXN in Q1 2022 and held it in 1 quarter. The position peaked at $847K in Q1 2022. 227 funds tracked by Wall St. Rank hold JXN as of Q2 2022.

  • WealthShield Partners reported no remaining Jackson Financial position as of Q2 2022 after selling out during the quarter.
  • WealthShield Partners sold 19,149 Jackson Financial shares in Q2 2022, an estimated $847K.
  • WealthShield Partners first reported a position in Jackson Financial in Q1 2022 and held it in 1 quarter.
  • WealthShield Partners's Jackson Financial position peaked at $847K in Q1 2022.
  • 227 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2022.

Based on WealthShield Partners's 13F filing for Q2 2022, filed 11 Aug 2022.