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

Clearview 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
2021
Q4 		– Sell
-106
Closed -$4K – 717
2021
Q3 		$4K Hold
106
– – ﹤0.01% 520
2021
Q2 		$3K Hold
106
– – ﹤0.01% 546
2021
Q1 		$3K Hold
106
– – ﹤0.01% 524
2020
Q4 		$2K Buy
+106
New +$2.22K ﹤0.01% 512

Other funds holding JEF

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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
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Clearview Wealth Advisors's JEF Position: Q4 2021 in Review

Clearview Wealth Advisors sold out of Jefferies Financial Group (JEF) in Q4 2021, closing a stake of 106 shares — an estimated $4K sold.

Clearview Wealth Advisors first reported a position in JEF in Q4 2020 and held it in 4 quarters. The position peaked at $4K in Q3 2021. 505 funds tracked by Wall St. Rank hold JEF as of Q4 2021.

  • Clearview Wealth Advisors reported no remaining Jefferies Financial Group position as of Q4 2021 after selling out during the quarter.
  • Clearview Wealth Advisors sold 106 Jefferies Financial Group shares in Q4 2021, an estimated $4K.
  • Clearview Wealth Advisors first reported a position in Jefferies Financial Group in Q4 2020 and held it in 4 quarters.
  • Clearview Wealth Advisors's Jefferies Financial Group position peaked at $4K in Q3 2021.
  • 505 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2021.

Based on Clearview Wealth Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.