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

Triad 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
Q3 		– Sell
-68
Closed -$3.41K – 486
2024
Q2 		$3.41K Buy
+68
New +$3.05K ﹤0.01% 651

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

Triad Wealth Partners's JEF Position: Q3 2024 in Review

Triad Wealth Partners sold out of Jefferies Financial Group (JEF) in Q3 2024, closing a stake of 68 shares — an estimated $3.41K sold.

Triad Wealth Partners first reported a position in JEF in Q2 2024 and held it in 1 quarter. The position peaked at $3.41K in Q2 2024. 533 funds tracked by Wall St. Rank hold JEF as of Q3 2024.

  • Triad Wealth Partners reported no remaining Jefferies Financial Group position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 68 Jefferies Financial Group shares in Q3 2024, an estimated $3.41K.
  • Triad Wealth Partners first reported a position in Jefferies Financial Group in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Jefferies Financial Group position peaked at $3.41K in Q2 2024.
  • 533 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.