ACG Wealth’s Jefferies Financial Group JEF Stock Holding History

ACG Wealth’s Portfolio JEF Stock Details JEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-6	Closed	–	–	636
2022 Q2	$0	Buy	+6	New	+$177	﹤0.01%	990

Other funds holding JEF

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

DSC

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

ACG Wealth's JEF Position: Q3 2022 in Review

ACG Wealth sold out of Jefferies Financial Group (JEF) in Q3 2022, closing a stake of 6 shares.

ACG Wealth first reported a position in JEF in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 424 funds tracked by Wall St. Rank hold JEF as of Q3 2022.

ACG Wealth reported no remaining Jefferies Financial Group position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 6 Jefferies Financial Group shares in Q3 2022.
ACG Wealth first reported a position in Jefferies Financial Group in Q2 2022 and held it in 1 quarter.
ACG Wealth's Jefferies Financial Group position peaked at $0 in Q2 2022.
424 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.