Financial Gravity Asset Management’s JEFFERIES GROUP INC(NEW) JEF Stock Holding History

Financial Gravity Asset 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
2022 Q2	–	Sell	-198	Closed	-$336	–	874
2022 Q1	$336	Sell	198 -36	-15%	-$61	0.01%	487
2021 Q4	$349	Buy	234 +225	+2,500%	+$336	0.01%	545
2021 Q3	$37K	Hold	9	–	–	0.02%	666
2021 Q2	$34K	Sell	9 -14	-61%	-$52.9K	0.01%	682
2021 Q1	$696	Sell	23 -1	-4%	-$30	0.01%	365
2020 Q4	$1K	Buy	+24	New	+$1K	﹤0.01%	468

Other funds holding JEF

WOC

West Oak Capital Westlake Village, California $2.52M AUM 17.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

Financial Gravity Asset Management's JEF Position: Q2 2022 in Review

Financial Gravity Asset Management sold out of JEFFERIES GROUP INC(NEW) (JEF) in Q2 2022, closing a stake of 198 shares — an estimated $336 sold.

Financial Gravity Asset Management first reported a position in JEF in Q4 2020 and held it in 6 quarters. The position peaked at $37K in Q3 2021. 3 funds tracked by Wall St. Rank hold JEF as of Q2 2022.

Financial Gravity Asset Management reported no remaining JEFFERIES GROUP INC(NEW) position as of Q2 2022 after selling out during the quarter.
Financial Gravity Asset Management sold 198 JEFFERIES GROUP INC(NEW) shares in Q2 2022, an estimated $336.
Financial Gravity Asset Management first reported a position in JEFFERIES GROUP INC(NEW) in Q4 2020 and held it in 6 quarters.
Financial Gravity Asset Management's JEFFERIES GROUP INC(NEW) position peaked at $37K in Q3 2021.
3 funds tracked by Wall St. Rank held JEFFERIES GROUP INC(NEW) as of Q2 2022.

Based on Financial Gravity Asset Management's 13F filing for Q2 2022, filed 5 Aug 2022.