1776 Wealth’s Raymond James Financial RJF Stock Holding History

1776 Wealth’s Portfolio RJF Stock Details RJF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-525	Closed	-$24K	–	270
2020 Q2	$24K	Buy	+525	New	+$23.6K	0.02%	243

Other funds holding RJF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

1776 Wealth's RJF Position: Q3 2020 in Review

1776 Wealth sold out of Raymond James Financial (RJF) in Q3 2020, closing a stake of 525 shares — an estimated $24K sold.

1776 Wealth first reported a position in RJF in Q2 2020 and held it in 1 quarter. The position peaked at $24K in Q2 2020. 474 funds tracked by Wall St. Rank hold RJF as of Q3 2020.

1776 Wealth reported no remaining Raymond James Financial position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 525 Raymond James Financial shares in Q3 2020, an estimated $24K.
1776 Wealth first reported a position in Raymond James Financial in Q2 2020 and held it in 1 quarter.
1776 Wealth's Raymond James Financial position peaked at $24K in Q2 2020.
474 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.