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Alliance Wealth Advisors (Utah)’s Raymond James Financial RJF Stock Holding History

Alliance Wealth Advisors (Utah)’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
2025
Q4 		– Sell
-1,930
Closed -$333K – 290
2025
Q3 		$333K Sell
1,930
-310
-14% -$51.4K 0.08% 221
2025
Q2 		$344K Sell
2,240
-88
-4% -$12.6K 0.08% 202
2025
Q1 		$323K Sell
2,328
-163
-7% -$25.3K 0.08% 203
2024
Q4 		$387K Sell
2,491
-185
-7% -$27.9K 0.1% 187
2024
Q3 		$328K Buy
2,676
+373
+16% +$43.6K 0.09% 197
2024
Q2 		$285K Sell
2,303
-96
-4% -$11.8K 0.08% 195
2024
Q1 		$308K Sell
2,399
-84
-3% -$9.79K 0.09% 200
2023
Q4 		$277K Sell
2,483
-12
-0.5% -$1.24K 0.09% 204
2023
Q3 		$251K Buy
2,495
+4
+0.2% +$423 0.09% 199
2023
Q2 		$258K Sell
2,491
-61
-2% -$5.66K 0.1% 194
2023
Q1 		$238K Buy
2,552
+77
+3% +$8.16K 0.1% 201
2022
Q4 		$264K Buy
+2,475
New +$278K 0.12% 178

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return