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Meridian Wealth Partners’s Jefferies Financial Group JEF Stock Holding History

Meridian Wealth Partners’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
-209
Closed -$6K – 689
2021
Q1 		$6K Buy
+209
New +$5.7K ﹤0.01% 620

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State Street
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BAM
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Barrow, Hanley, Mewhinney & Strauss
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
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Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Meridian Wealth Partners's JEF Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Jefferies Financial Group (JEF) in Q2 2021, closing a stake of 209 shares — an estimated $6K sold.

Meridian Wealth Partners first reported a position in JEF in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 433 funds tracked by Wall St. Rank hold JEF as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Jefferies Financial Group position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 209 Jefferies Financial Group shares in Q2 2021, an estimated $6K.
  • Meridian Wealth Partners first reported a position in Jefferies Financial Group in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Jefferies Financial Group position peaked at $6K in Q1 2021.
  • 433 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.