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Independent Solutions Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Independent Solutions 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
2022
Q1 		– Sell
-5,410
Closed -$201K – 224
2021
Q4 		$201K Buy
+5,410
New +$208K 0.05% 223

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Independent Solutions Wealth Management's JEF Position: Q1 2022 in Review

Independent Solutions Wealth Management sold out of Jefferies Financial Group (JEF) in Q1 2022, closing a stake of 5,410 shares — an estimated $201K sold.

Independent Solutions Wealth Management first reported a position in JEF in Q4 2021 and held it in 1 quarter. The position peaked at $201K in Q4 2021. 473 funds tracked by Wall St. Rank hold JEF as of Q1 2022.

  • Independent Solutions Wealth Management reported no remaining Jefferies Financial Group position as of Q1 2022 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 5,410 Jefferies Financial Group shares in Q1 2022, an estimated $201K.
  • Independent Solutions Wealth Management first reported a position in Jefferies Financial Group in Q4 2021 and held it in 1 quarter.
  • Independent Solutions Wealth Management's Jefferies Financial Group position peaked at $201K in Q4 2021.
  • 473 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2022, filed 19 Dec 2024.