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RVW Wealth’s Jefferies Financial Group JEF Stock Holding History

RVW Wealth’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
-10,650
Closed -$334K – 136
2022
Q1 		$334K Buy
10,650
+90
+0.9% +$3.06K 0.04% 109
2021
Q4 		$392K Buy
+10,560
New +$407K 0.04% 100

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

RVW Wealth's JEF Position: Q2 2022 in Review

RVW Wealth sold out of Jefferies Financial Group (JEF) in Q2 2022, closing a stake of 10,650 shares — an estimated $334K sold.

RVW Wealth first reported a position in JEF in Q4 2021 and held it in 2 quarters. The position peaked at $392K in Q4 2021. 427 funds tracked by Wall St. Rank hold JEF as of Q2 2022.

  • RVW Wealth reported no remaining Jefferies Financial Group position as of Q2 2022 after selling out during the quarter.
  • RVW Wealth sold 10,650 Jefferies Financial Group shares in Q2 2022, an estimated $334K.
  • RVW Wealth first reported a position in Jefferies Financial Group in Q4 2021 and held it in 2 quarters.
  • RVW Wealth's Jefferies Financial Group position peaked at $392K in Q4 2021.
  • 427 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2022.

Based on RVW Wealth's 13F filing for Q2 2022, filed 13 Jul 2022.