GWSG
JEF icon

GPS Wealth Strategies Group’s Jefferies Financial Group JEF Stock Holding History

GPS Wealth Strategies Group’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
Q2 		– Sell
-33
Closed – – 1048
2021
Q1 		$0 Buy
+33
New +$900 ﹤0.01% 945

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GPS Wealth Strategies Group's JEF Position: Q2 2021 in Review

GPS Wealth Strategies Group sold out of Jefferies Financial Group (JEF) in Q2 2021, closing a stake of 33 shares.

GPS Wealth Strategies Group first reported a position in JEF in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 434 funds tracked by Wall St. Rank hold JEF as of Q2 2021.

  • GPS Wealth Strategies Group reported no remaining Jefferies Financial Group position as of Q2 2021 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 33 Jefferies Financial Group shares in Q2 2021.
  • GPS Wealth Strategies Group first reported a position in Jefferies Financial Group in Q1 2021 and held it in 1 quarter.
  • GPS Wealth Strategies Group's Jefferies Financial Group position peaked at $0 in Q1 2021.
  • 434 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2021.

Based on GPS Wealth Strategies Group's 13F filing for Q2 2021, filed 19 Jul 2021.