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Toth Financial Advisory’s Jefferies Financial Group JEF Stock Holding History

Toth Financial Advisory’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
2021
Q2 		– Sell
-24,215
Closed -$697K – 716
2021
Q1 		$697K Buy
+24,215
New +$660K 0.11% 140

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Toth Financial Advisory's JEF Position: Q2 2021 in Review

Toth Financial Advisory sold out of Jefferies Financial Group (JEF) in Q2 2021, closing a stake of 24,215 shares — an estimated $697K sold.

Toth Financial Advisory first reported a position in JEF in Q1 2021 and held it in 1 quarter. The position peaked at $697K in Q1 2021. 433 funds tracked by Wall St. Rank hold JEF as of Q2 2021.

  • Toth Financial Advisory reported no remaining Jefferies Financial Group position as of Q2 2021 after selling out during the quarter.
  • Toth Financial Advisory sold 24,215 Jefferies Financial Group shares in Q2 2021, an estimated $697K.
  • Toth Financial Advisory first reported a position in Jefferies Financial Group in Q1 2021 and held it in 1 quarter.
  • Toth Financial Advisory's Jefferies Financial Group position peaked at $697K in Q1 2021.
  • 433 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2021.

Based on Toth Financial Advisory's 13F filing for Q2 2021, filed 26 Jul 2021.