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Gerber Kawasaki Wealth & Investment Management’s Jefferies Financial Group JEF Stock Holding History

Gerber Kawasaki Wealth & Investment 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
Q4 		– Sell
-2
Closed -$2K – 701
2021
Q3 		$2K Buy
+2
New +$67 ﹤0.01% 901

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 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 $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's JEF Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Jefferies Financial Group (JEF) in Q4 2021, closing a stake of 2 shares — an estimated $2K sold.

Gerber Kawasaki Wealth & Investment Management 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.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Jefferies Financial Group position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 2 Jefferies Financial Group shares in Q4 2021, an estimated $2K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Jefferies Financial Group in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management'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 Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.