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First Command Advisory Services’s Jefferies Financial Group JEF Stock Holding History

First Command Advisory Services’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
-49
Closed -$2K – 129
2021
Q3 		$2K Buy
+49
New +$1.64K ﹤0.01% 37

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SMFG
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FPA
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

First Command Advisory Services's JEF Position: Q4 2021 in Review

First Command Advisory Services sold out of Jefferies Financial Group (JEF) in Q4 2021, closing a stake of 49 shares — an estimated $2K sold.

First Command Advisory Services first reported a position in JEF in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 506 funds tracked by Wall St. Rank hold JEF as of Q4 2021.

  • First Command Advisory Services reported no remaining Jefferies Financial Group position as of Q4 2021 after selling out during the quarter.
  • First Command Advisory Services sold 49 Jefferies Financial Group shares in Q4 2021, an estimated $2K.
  • First Command Advisory Services first reported a position in Jefferies Financial Group in Q3 2021 and held it in 1 quarter.
  • First Command Advisory Services's Jefferies Financial Group position peaked at $2K in Q3 2021.
  • 506 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2021.

Based on First Command Advisory Services's 13F filing for Q4 2021, filed 25 Jan 2022.