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

Tradition 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
Q1 		– Sell
-89
Closed -$3K – 1178
2021
Q4 		$3K Hold
89
– – ﹤0.01% 1135
2021
Q3 		$3K Hold
89
– – ﹤0.01% 1124
2021
Q2 		$3K Buy
+89
New +$2.71K ﹤0.01% 1138
2021
Q1 		– Sell
-89
Closed -$2K – 916
2020
Q4 		$2K Buy
+89
New +$1.87K ﹤0.01% 945

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
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
First Trust Advisors
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Tradition Wealth Management's JEF Position: Q1 2022 in Review

Tradition Wealth Management sold out of Jefferies Financial Group (JEF) in Q1 2022, closing a stake of 89 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in JEF in Q4 2020 and held it in 4 quarters. The position peaked at $3K in Q4 2021. 473 funds tracked by Wall St. Rank hold JEF as of Q1 2022.

  • Tradition Wealth Management reported no remaining Jefferies Financial Group position as of Q1 2022 after selling out during the quarter.
  • Tradition Wealth Management sold 89 Jefferies Financial Group shares in Q1 2022, an estimated $3K.
  • Tradition Wealth Management first reported a position in Jefferies Financial Group in Q4 2020 and held it in 4 quarters.
  • Tradition Wealth Management's Jefferies Financial Group position peaked at $3K in Q4 2021.
  • 473 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2022.

Based on Tradition Wealth Management's 13F filing for Q1 2022, filed 11 May 2022.