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Turtle Creek Wealth Advisors’s Jefferies Financial Group JEF Stock Holding History

Turtle Creek Wealth Advisors’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
Q1 		– Sell
-335
Closed -$13.5K – 509
2023
Q4 		$13.5K Buy
+335
New +$11.8K ﹤0.01% 498

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Turtle Creek Wealth Advisors's JEF Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Jefferies Financial Group (JEF) in Q1 2024, closing a stake of 335 shares — an estimated $13.5K sold.

Turtle Creek Wealth Advisors first reported a position in JEF in Q4 2023 and held it in 1 quarter. The position peaked at $13.5K in Q4 2023. 481 funds tracked by Wall St. Rank hold JEF as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Jefferies Financial Group position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 335 Jefferies Financial Group shares in Q1 2024, an estimated $13.5K.
  • Turtle Creek Wealth Advisors first reported a position in Jefferies Financial Group in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Jefferies Financial Group position peaked at $13.5K in Q4 2023.
  • 481 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.