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WR Wealth Planners’s Jefferies Financial Group JEF Stock Holding History

WR Wealth Planners’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
Q4 		$707K Buy
+9,017
New +$649K 0.23% 68

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

WR Wealth Planners's JEF Position: Q4 2024 in Review

WR Wealth Planners opened a new position in Jefferies Financial Group (JEF) in Q4 2024: 9,017 shares worth $707K. The stake represents 0.23% of the portfolio and ranks #68 among its holdings.

583 funds tracked by Wall St. Rank hold JEF as of Q4 2024.

  • WR Wealth Planners held 9,017 shares of Jefferies Financial Group worth $707K as of Q4 2024.
  • Jefferies Financial Group was a new WR Wealth Planners position in Q4 2024.
  • Jefferies Financial Group made up 0.23% of WR Wealth Planners's portfolio in Q4 2024, its #68 holding.
  • 583 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.