FWM
JEF icon

FSA Wealth Management’s Jefferies Financial Group JEF Stock Holding History

FSA 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
2024
Q1 		$8.82K Hold
200
– – ﹤0.01% 345
2023
Q4 		$8K Buy
+200
New +$7.08K ﹤0.01% 353

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

FSA Wealth Management's JEF Position: Q1 2024 in Review

FSA Wealth Management held its Jefferies Financial Group (JEF) position steady in Q1 2024 at 200 shares worth $8.82K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

FSA Wealth Management first reported a position in JEF in Q4 2023 and has held it in 2 quarters since. 481 funds tracked by Wall St. Rank hold JEF as of Q1 2024.

  • FSA Wealth Management held 200 shares of Jefferies Financial Group worth $8.82K as of Q1 2024.
  • FSA Wealth Management left its Jefferies Financial Group share count unchanged in Q1 2024.
  • Jefferies Financial Group made up ﹤0.01% of FSA Wealth Management's portfolio in Q1 2024, its #345 holding.
  • FSA Wealth Management first reported a position in Jefferies Financial Group in Q4 2023 and has held it in 2 quarters since.
  • 481 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2024.

Based on FSA Wealth Management's 13F filing for Q1 2024, filed 16 May 2024.