WAP
JEF icon

Wealthcare Advisory Partners’s Jefferies Financial Group JEF Stock Holding History

Wealthcare Advisory 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
2021
Q2 		– Sell
-209
Closed -$6K – 1222
2021
Q1 		$6K Buy
+209
New +$5.7K ﹤0.01% 1596

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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 $30.5B AUM 29.95% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthcare Advisory Partners's JEF Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Jefferies Financial Group (JEF) in Q2 2021, closing a stake of 209 shares — an estimated $6K sold.

Wealthcare Advisory Partners first reported a position in JEF in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 434 funds tracked by Wall St. Rank hold JEF as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Jefferies Financial Group position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 209 Jefferies Financial Group shares in Q2 2021, an estimated $6K.
  • Wealthcare Advisory Partners first reported a position in Jefferies Financial Group in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Jefferies Financial Group position peaked at $6K in Q1 2021.
  • 434 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.