SeaCrest Wealth Management’s Jefferies Financial Group JEF Stock Holding History

SeaCrest 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 Q3	–	Sell	-3,425	Closed	-$90K	–	1076
2022 Q2	$90K	Buy	+3,425	New	+$101K	0.01%	901
2018 Q4	–	Sell	-831	Closed	-$16K	–	2220
2018 Q3	$16K	Hold	831	–	–	﹤0.01%	1470
2018 Q2	$17K	Sell	831 -1	-0.1%	-$21	﹤0.01%	1421
2018 Q1	$17K	Sell	832 -875	-51%	-$19.8K	﹤0.01%	1388
2017 Q4	$40K	Buy	+1,707	New	+$39.4K	0.01%	1048

Other funds holding JEF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

SeaCrest Wealth Management's JEF Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Jefferies Financial Group (JEF) in Q3 2022, closing a stake of 3,425 shares — an estimated $90K sold.

SeaCrest Wealth Management first reported a position in JEF in Q4 2017 and held it in 5 quarters. The position peaked at $90K in Q2 2022. 423 funds tracked by Wall St. Rank hold JEF as of Q3 2022.

SeaCrest Wealth Management reported no remaining Jefferies Financial Group position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 3,425 Jefferies Financial Group shares in Q3 2022, an estimated $90K.
SeaCrest Wealth Management first reported a position in Jefferies Financial Group in Q4 2017 and held it in 5 quarters.
SeaCrest Wealth Management's Jefferies Financial Group position peaked at $90K in Q2 2022.
423 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.