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Independent Advisor Alliance’s Jefferies Financial Group JEF Stock Holding History

Independent Advisor Alliance’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
-6,921
Closed -$217K – 663
2022
Q1 		$217K Buy
6,921
+3
+0% +$102 0.01% 594
2021
Q4 		$257K Sell
6,918
-323
-4% -$12.4K 0.01% 564
2021
Q3 		$257K Buy
+7,241
New +$242K 0.01% 526

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
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Independent Advisor Alliance's JEF Position: Q2 2022 in Review

Independent Advisor Alliance sold out of Jefferies Financial Group (JEF) in Q2 2022, closing a stake of 6,921 shares — an estimated $217K sold.

Independent Advisor Alliance first reported a position in JEF in Q3 2021 and held it in 3 quarters. The position peaked at $257K in Q4 2021. 427 funds tracked by Wall St. Rank hold JEF as of Q2 2022.

  • Independent Advisor Alliance reported no remaining Jefferies Financial Group position as of Q2 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 6,921 Jefferies Financial Group shares in Q2 2022, an estimated $217K.
  • Independent Advisor Alliance first reported a position in Jefferies Financial Group in Q3 2021 and held it in 3 quarters.
  • Independent Advisor Alliance's Jefferies Financial Group position peaked at $257K in Q4 2021.
  • 427 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2022.

Based on Independent Advisor Alliance's 13F filing for Q2 2022, filed 4 Aug 2022.