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

Capital Performance 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
Q4 		– Sell
-73
Closed -$4.49K – 1428
2024
Q3 		$4.49K Buy
+73
New +$4.14K ﹤0.01% 1161

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

Capital Performance Advisors's JEF Position: Q4 2024 in Review

Capital Performance Advisors sold out of Jefferies Financial Group (JEF) in Q4 2024, closing a stake of 73 shares — an estimated $4.49K sold.

Capital Performance Advisors first reported a position in JEF in Q3 2024 and held it in 1 quarter. The position peaked at $4.49K in Q3 2024. 583 funds tracked by Wall St. Rank hold JEF as of Q4 2024.

  • Capital Performance Advisors reported no remaining Jefferies Financial Group position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 73 Jefferies Financial Group shares in Q4 2024, an estimated $4.49K.
  • Capital Performance Advisors first reported a position in Jefferies Financial Group in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Jefferies Financial Group position peaked at $4.49K in Q3 2024.
  • 583 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.