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Opal Wealth Advisors’s Jefferies Financial Group JEF Stock Holding History

Opal Wealth Advisors’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
2024
Q3 		– Sell
-39
Closed -$1.94K – 696
2024
Q2 		$1.94K Buy
+39
New +$1.75K ﹤0.01% 974

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Opal Wealth Advisors's JEF Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Jefferies Financial Group (JEF) in Q3 2024, closing a stake of 39 shares — an estimated $1.94K sold.

Opal Wealth Advisors first reported a position in JEF in Q2 2024 and held it in 1 quarter. The position peaked at $1.94K in Q2 2024. 533 funds tracked by Wall St. Rank hold JEF as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Jefferies Financial Group position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 39 Jefferies Financial Group shares in Q3 2024, an estimated $1.94K.
  • Opal Wealth Advisors first reported a position in Jefferies Financial Group in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Jefferies Financial Group position peaked at $1.94K in Q2 2024.
  • 533 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.