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Ariadne Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Ariadne Wealth Management’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
2024
Q4 		– Sell
-3,336
Closed -$235K – 246
2024
Q3 		$235K Buy
+3,336
New +$189K 0.13% 169

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

Ariadne Wealth Management's JEF Position: Q4 2024 in Review

Ariadne Wealth Management sold out of Jefferies Financial Group (JEF) in Q4 2024, closing a stake of 3,336 shares — an estimated $235K sold.

Ariadne Wealth Management first reported a position in JEF in Q3 2024 and held it in 1 quarter. The position peaked at $235K in Q3 2024. 583 funds tracked by Wall St. Rank hold JEF as of Q4 2024.

  • Ariadne Wealth Management reported no remaining Jefferies Financial Group position as of Q4 2024 after selling out during the quarter.
  • Ariadne Wealth Management sold 3,336 Jefferies Financial Group shares in Q4 2024, an estimated $235K.
  • Ariadne Wealth Management first reported a position in Jefferies Financial Group in Q3 2024 and held it in 1 quarter.
  • Ariadne Wealth Management's Jefferies Financial Group position peaked at $235K in Q3 2024.
  • 583 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2024.

Based on Ariadne Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.