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TFO Wealth Partners’s Jefferies Financial Group JEF Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-14
Closed -$617 – 413
2024
Q1 		$617 Hold
14
– – ﹤0.01% 224
2023
Q4 		$566 Hold
14
– – ﹤0.01% 303
2023
Q3 		$464 Hold
14
– – ﹤0.01% 477
2023
Q2 		$464 Hold
14
– – ﹤0.01% 297
2023
Q1 		$444 Buy
14
+13
+1,300% +$470 ﹤0.01% 273
2022
Q4 		$120 Buy
+1
New +$33 ﹤0.01% 735

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

TFO Wealth Partners's JEF Position: Q2 2024 in Review

TFO Wealth Partners sold out of Jefferies Financial Group (JEF) in Q2 2024, closing a stake of 14 shares — an estimated $617 sold.

TFO Wealth Partners first reported a position in JEF in Q4 2022 and held it in 6 quarters. The position peaked at $617 in Q1 2024. 491 funds tracked by Wall St. Rank hold JEF as of Q2 2024.

  • TFO Wealth Partners reported no remaining Jefferies Financial Group position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 14 Jefferies Financial Group shares in Q2 2024, an estimated $617.
  • TFO Wealth Partners first reported a position in Jefferies Financial Group in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Jefferies Financial Group position peaked at $617 in Q1 2024.
  • 491 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.