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Atlas Capital Advisors’s Jefferies Financial Group JEF Stock Holding History

Atlas Capital Advisors’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
Q2 		– Sell
-196
Closed -$8.64K – 940
2024
Q1 		$8.64K Hold
196
– – ﹤0.01% 727
2023
Q4 		$7.92K Hold
196
– – ﹤0.01% 761
2023
Q3 		$7.18K Hold
196
– – ﹤0.01% 737
2023
Q2 		$6.5K Hold
196
– – ﹤0.01% 771
2023
Q1 		$6.22K Sell
196
-9,954
-98% -$360K ﹤0.01% 780
2022
Q4 		$333K Buy
+10,150
New +$337K 0.06% 244

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Atlas Capital Advisors's JEF Position: Q2 2024 in Review

Atlas Capital Advisors sold out of Jefferies Financial Group (JEF) in Q2 2024, closing a stake of 196 shares — an estimated $8.64K sold.

Atlas Capital Advisors first reported a position in JEF in Q4 2022 and held it in 6 quarters. The position peaked at $333K in Q4 2022. 491 funds tracked by Wall St. Rank hold JEF as of Q2 2024.

  • Atlas Capital Advisors reported no remaining Jefferies Financial Group position as of Q2 2024 after selling out during the quarter.
  • Atlas Capital Advisors sold 196 Jefferies Financial Group shares in Q2 2024, an estimated $8.64K.
  • Atlas Capital Advisors first reported a position in Jefferies Financial Group in Q4 2022 and held it in 6 quarters.
  • Atlas Capital Advisors's Jefferies Financial Group position peaked at $333K in Q4 2022.
  • 491 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2024.

Based on Atlas Capital Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.