BDO Wealth Advisors’s Jefferies Financial Group JEF Stock Holding History

BDO 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
2022 Q2	–	Sell	-209	Closed	-$7K	–	1077
2022 Q1	$7K	Hold	209	–	–	﹤0.01%	781
2021 Q4	$8K	Hold	209	–	–	﹤0.01%	759
2021 Q3	$7K	Hold	209	–	–	﹤0.01%	781
2021 Q2	$7K	Hold	209	–	–	﹤0.01%	813
2021 Q1	$6K	Hold	209	–	–	﹤0.01%	821
2020 Q4	$5K	Buy	+209	New	+$4.39K	﹤0.01%	637

Other funds holding JEF

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BDO Wealth Advisors's JEF Position: Q2 2022 in Review

BDO Wealth Advisors sold out of Jefferies Financial Group (JEF) in Q2 2022, closing a stake of 209 shares — an estimated $7K sold.

BDO Wealth Advisors first reported a position in JEF in Q4 2020 and held it in 6 quarters. The position peaked at $8K in Q4 2021. 426 funds tracked by Wall St. Rank hold JEF as of Q2 2022.

BDO Wealth Advisors reported no remaining Jefferies Financial Group position as of Q2 2022 after selling out during the quarter.
BDO Wealth Advisors sold 209 Jefferies Financial Group shares in Q2 2022, an estimated $7K.
BDO Wealth Advisors first reported a position in Jefferies Financial Group in Q4 2020 and held it in 6 quarters.
BDO Wealth Advisors's Jefferies Financial Group position peaked at $8K in Q4 2021.
426 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2022.

Based on BDO Wealth Advisors's 13F filing for Q2 2022, filed 25 Aug 2022.