Cetera Advisor Networks’s Jefferies Financial Group JEF Stock Holding History

Cetera Advisor Networks’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 Q1	$301K	Buy	6,823 +1,603	+31%	+$66.8K	﹤0.01%	2288
2023 Q4	$211K	Buy	+5,220	New	+$185K	﹤0.01%	2499
2022 Q1	–	Sell	-13,563	Closed	-$503K	–	2132
2021 Q4	$503K	Buy	13,563 +5,630	+71%	+$217K	0.01%	1277
2021 Q3	$282K	Buy	+7,933	New	+$265K	﹤0.01%	1565
2020 Q4	–	Sell	-10,690	Closed	-$184K	–	1369
2020 Q3	$184K	Buy	10,690 +6,659	+165%	+$109K	﹤0.01%	1150
2020 Q2	$60K	Buy	+4,031	New	+$54K	﹤0.01%	1801

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

FPA

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cetera Advisor Networks's JEF Position: Q1 2024 in Review

Cetera Advisor Networks increased its Jefferies Financial Group (JEF) stake by 31% in Q1 2024, buying an estimated $66.8K and bringing the position to 6,823 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #2288.

Cetera Advisor Networks first reported a position in JEF in Q2 2020 and has held it in 6 quarters since. The position peaked at $503K in Q4 2021. 482 funds tracked by Wall St. Rank hold JEF as of Q1 2024.

Cetera Advisor Networks held 6,823 shares of Jefferies Financial Group worth $301K as of Q1 2024.
Cetera Advisor Networks bought 1,603 Jefferies Financial Group shares in Q1 2024, an estimated $66.8K.
Jefferies Financial Group made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2288 holding.
Cetera Advisor Networks first reported a position in Jefferies Financial Group in Q2 2020 and has held it in 6 quarters since.
Cetera Advisor Networks's Jefferies Financial Group position peaked at $503K in Q4 2021.
482 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.