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Tyler-Stone Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Tyler-Stone 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
-78
Closed -$3K – 892
2021
Q4 		$3K Buy
+78
New +$3K ﹤0.01% 763

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Tyler-Stone Wealth Management's JEF Position: Q1 2022 in Review

Tyler-Stone Wealth Management sold out of Jefferies Financial Group (JEF) in Q1 2022, closing a stake of 78 shares — an estimated $3K sold.

Tyler-Stone Wealth Management first reported a position in JEF in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 473 funds tracked by Wall St. Rank hold JEF as of Q1 2022.

  • Tyler-Stone Wealth Management reported no remaining Jefferies Financial Group position as of Q1 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 78 Jefferies Financial Group shares in Q1 2022, an estimated $3K.
  • Tyler-Stone Wealth Management first reported a position in Jefferies Financial Group in Q4 2021 and held it in 1 quarter.
  • Tyler-Stone 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 Tyler-Stone Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.