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SYSTM Wealth Solutions’s Jefferies Financial Group JEF Stock Holding History

SYSTM Wealth Solutions’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
-268
Closed -$13.3K – 369
2024
Q2 		$13.3K Buy
268
+42
+19% +$1.89K ﹤0.01% 434
2024
Q1 		$9.97K Buy
226
+15
+7% +$625 ﹤0.01% 778
2023
Q4 		$8.53K Buy
+211
New +$7.46K ﹤0.01% 847

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

SYSTM Wealth Solutions's JEF Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Jefferies Financial Group (JEF) in Q3 2024, closing a stake of 268 shares — an estimated $13.3K sold.

SYSTM Wealth Solutions first reported a position in JEF in Q4 2023 and held it in 3 quarters. The position peaked at $13.3K in Q2 2024. 533 funds tracked by Wall St. Rank hold JEF as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Jefferies Financial Group position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 268 Jefferies Financial Group shares in Q3 2024, an estimated $13.3K.
  • SYSTM Wealth Solutions first reported a position in Jefferies Financial Group in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Jefferies Financial Group position peaked at $13.3K in Q2 2024.
  • 533 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.