BRWA
JEF icon

B. Riley Wealth Advisors’s Jefferies Financial Group JEF Stock Holding History

B. Riley Wealth 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
2023
Q1 		– Sell
-12,100
Closed -$397K – 1575
2022
Q4 		$397K Buy
12,100
+740
+7% +$24.6K 0.01% 888
2022
Q3 		$321K Sell
11,360
-970
-8% -$29.4K 0.01% 965
2022
Q2 		$326K Buy
12,330
+263
+2% +$7.78K 0.01% 840
2022
Q1 		$379K Buy
12,067
+261
+2% +$8.86K 0.01% 908
2021
Q4 		$438K Buy
11,806
+514
+5% +$19.8K 0.01% 893
2021
Q3 		$401K Buy
11,292
+94
+0.8% +$3.15K 0.01% 889
2021
Q2 		$367K Sell
11,198
-718
-6% -$21.9K 0.01% 915
2021
Q1 		$344K Buy
+11,916
New +$325K 0.01% 923
2017
Q4 		– Sell
-10,312
Closed -$234K – 654
2017
Q3 		$234K Sell
10,312
-401
-4% -$8.98K 0.04% 453
2017
Q2 		$252K Sell
10,713
-180
-2% -$4.1K 0.05% 416
2017
Q1 		$255K Sell
10,893
-213
-2% -$4.76K 0.05% 395
2016
Q4 		$233K Buy
+11,106
New +$207K 0.05% 412
2016
Q2 		– Sell
-12,094
Closed -$175K – 635
2016
Q1 		$175K Buy
12,094
+123
+1% +$1.73K 0.04% 486
2015
Q4 		$187K Buy
+11,971
New +$200K 0.04% 496
2015
Q1 		– Sell
-1,005
Closed -$20K – 1298
2014
Q4 		$20K Buy
+1,005
New +$20.7K ﹤0.01% 2547
2014
Q3 		– Sell
-1,005
Closed -$23.6K – 1294
2014
Q2 		$23.6K Buy
+1,005
New +$23.3K 0.01% 1397

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

B. Riley Wealth Advisors's JEF Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of Jefferies Financial Group (JEF) in Q1 2023, closing a stake of 12,100 shares — an estimated $397K sold.

B. Riley Wealth Advisors first reported a position in JEF in Q2 2014 and held it in 16 quarters. The position peaked at $438K in Q4 2021. 463 funds tracked by Wall St. Rank hold JEF as of Q1 2023.

  • B. Riley Wealth Advisors reported no remaining Jefferies Financial Group position as of Q1 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 12,100 Jefferies Financial Group shares in Q1 2023, an estimated $397K.
  • B. Riley Wealth Advisors first reported a position in Jefferies Financial Group in Q2 2014 and held it in 16 quarters.
  • B. Riley Wealth Advisors's Jefferies Financial Group position peaked at $438K in Q4 2021.
  • 463 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.