WesBanco Bank’s Jackson Financial JXN Stock Holding History

WesBanco Bank’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 Q4	–	Sell	-14,009	Closed	-$535K	–	471
2023 Q3	$535K	Hold	14,009	–	–	0.02%	388
2023 Q2	$429K	Hold	14,009	–	–	0.02%	433
2023 Q1	$524K	Sell	14,009 -10,799	-44%	-$443K	0.02%	403
2022 Q4	$863K	Buy	+24,808	New	+$862K	0.04%	297
2022 Q3	–	Sell	-24,808	Closed	-$664K	–	453
2022 Q2	$664K	Hold	24,808	–	–	0.03%	336
2022 Q1	$1.1M	Sell	24,808 -200	-0.8%	-$8.33K	0.04%	280
2021 Q4	$1.05M	Buy	25,008 +10,506	+72%	+$344K	0.04%	295
2021 Q3	$377K	Buy	+14,502	New	+$395K	0.01%	458

Other funds holding JXN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WesBanco Bank's JXN Position: Q4 2023 in Review

WesBanco Bank sold out of Jackson Financial (JXN) in Q4 2023, closing a stake of 14,009 shares — an estimated $535K sold.

WesBanco Bank first reported a position in JXN in Q3 2021 and held it in 8 quarters. The position peaked at $1.1M in Q1 2022. 348 funds tracked by Wall St. Rank hold JXN as of Q4 2023.

WesBanco Bank reported no remaining Jackson Financial position as of Q4 2023 after selling out during the quarter.
WesBanco Bank sold 14,009 Jackson Financial shares in Q4 2023, an estimated $535K.
WesBanco Bank first reported a position in Jackson Financial in Q3 2021 and held it in 8 quarters.
WesBanco Bank's Jackson Financial position peaked at $1.1M in Q1 2022.
348 funds tracked by Wall St. Rank held Jackson Financial as of Q4 2023.

Based on WesBanco Bank's 13F filing for Q4 2023, filed 16 Feb 2024.