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Cetera Advisors’s Jefferies Financial Group JEF Stock Holding History

Cetera 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
Q1 		$267K Buy
+6,059
New +$252K ﹤0.01% 2013
2022
Q1 		– Sell
-25,555
Closed -$948K – 1473
2021
Q4 		$948K Buy
25,555
+1,381
+6% +$53.2K 0.02% 626
2021
Q3 		$858K Buy
+24,174
New +$809K 0.02% 668

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cetera Advisors's JEF Position: Q1 2024 in Review

Cetera Advisors opened a new position in Jefferies Financial Group (JEF) in Q1 2024: 6,059 shares worth $267K. The stake represents ﹤0.01% of the portfolio and ranks #2013 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in JEF as recently as Q4 2021.

Cetera Advisors first reported a position in JEF in Q3 2021 and has held it in 3 quarters since. The position peaked at $948K in Q4 2021. 481 funds tracked by Wall St. Rank hold JEF as of Q1 2024.

  • Cetera Advisors held 6,059 shares of Jefferies Financial Group worth $267K as of Q1 2024.
  • Jefferies Financial Group was a new Cetera Advisors position in Q1 2024.
  • Jefferies Financial Group made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2013 holding.
  • Cetera Advisors first reported a position in Jefferies Financial Group in Q3 2021 and has held it in 3 quarters since.
  • Cetera Advisors's Jefferies Financial Group position peaked at $948K in Q4 2021.
  • 481 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2024.

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