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Cypress Point Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Cypress Point Wealth Management’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
Q1 		– Sell
-1,114
Closed -$26K – 149
2020
Q4 		$26K Buy
+1,114
New +$23.4K 0.04% 121

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Cypress Point Wealth Management's JEF Position: Q1 2021 in Review

Cypress Point Wealth Management sold out of Jefferies Financial Group (JEF) in Q1 2021, closing a stake of 1,114 shares — an estimated $26K sold.

Cypress Point Wealth Management first reported a position in JEF in Q4 2020 and held it in 1 quarter. The position peaked at $26K in Q4 2020. 450 funds tracked by Wall St. Rank hold JEF as of Q1 2021.

  • Cypress Point Wealth Management reported no remaining Jefferies Financial Group position as of Q1 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 1,114 Jefferies Financial Group shares in Q1 2021, an estimated $26K.
  • Cypress Point Wealth Management first reported a position in Jefferies Financial Group in Q4 2020 and held it in 1 quarter.
  • Cypress Point Wealth Management's Jefferies Financial Group position peaked at $26K in Q4 2020.
  • 450 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2021.

Based on Cypress Point Wealth Management's 13F filing for Q1 2021, filed 7 May 2021.