Wipfli Financial Advisors’s Jefferies Financial Group JEF Stock Holding History

Wipfli Financial 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
2022 Q3	$114K	Buy	+4,050	New	+$123K	0.01%	672

Other funds holding JEF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Wipfli Financial Advisors's JEF Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Jefferies Financial Group (JEF) in Q3 2022: 4,050 shares worth $114K. The stake represents 0.01% of the portfolio and ranks #672 among its holdings.

424 funds tracked by Wall St. Rank hold JEF as of Q3 2022.

Wipfli Financial Advisors held 4,050 shares of Jefferies Financial Group worth $114K as of Q3 2022.
Jefferies Financial Group was a new Wipfli Financial Advisors position in Q3 2022.
Jefferies Financial Group made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #672 holding.
424 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.