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

Sutton 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
2023 Q1	–	Sell	-24	Closed	-$788	–	1184
2022 Q4	$788	Hold	24	–	–	﹤0.01%	1399
2022 Q3	$679	Buy	24 +20	+500%	+$605	﹤0.01%	1402
2022 Q2	$110	Hold	4	–	–	﹤0.01%	1613
2022 Q1	$131	Sell	4 -18	-82%	-$611	﹤0.01%	1599
2021 Q4	$815	Buy	+22	New	+$847	﹤0.01%	1380
2019 Q2	–	Sell	-79	Closed	-$1.33K	–	1191
2019 Q1	$1.33K	Buy	79 +66	+508%	+$1.17K	﹤0.01%	1092
2018 Q4	$208	Hold	13	–	–	﹤0.01%	1117
2018 Q3	$264	Hold	13	–	–	﹤0.01%	1115
2018 Q2	$273	Buy	+13	New	+$272	﹤0.01%	1117

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

DSC

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

Sutton Wealth Advisors's JEF Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Jefferies Financial Group (JEF) in Q1 2023, closing a stake of 24 shares — an estimated $788 sold.

Sutton Wealth Advisors first reported a position in JEF in Q2 2018 and held it in 9 quarters. The position peaked at $1.33K in Q1 2019. 463 funds tracked by Wall St. Rank hold JEF as of Q1 2023.

Sutton Wealth Advisors reported no remaining Jefferies Financial Group position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 24 Jefferies Financial Group shares in Q1 2023, an estimated $788.
Sutton Wealth Advisors first reported a position in Jefferies Financial Group in Q2 2018 and held it in 9 quarters.
Sutton Wealth Advisors's Jefferies Financial Group position peaked at $1.33K in Q1 2019.
463 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.