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Alta Advisers’s Raymond James Financial RJF Stock Holding History

Alta Advisers’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
2024
Q4 		– Sell
-500
Closed -$61.2K – 354
2024
Q3 		$61.2K Hold
500
– – 0.03% 387
2024
Q2 		$61.8K Hold
500
– – 0.03% 356
2024
Q1 		$64.2K Hold
500
– – 0.03% 359
2023
Q4 		$55.8K Hold
500
– – 0.03% 372
2023
Q3 		$50.2K Hold
500
– – 0.03% 376
2023
Q2 		$51.9K Hold
500
– – 0.03% 371
2023
Q1 		$46.6K Hold
500
– – 0.03% 372
2022
Q4 		$53K Hold
500
– – 0.03% 363
2022
Q3 		$49K Buy
+500
New +$50.6K 0.03% 369

Other funds holding RJF

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
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 $1.56T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alta Advisers's RJF Position: Q4 2024 in Review

Alta Advisers sold out of Raymond James Financial (RJF) in Q4 2024, closing a stake of 500 shares — an estimated $61.2K sold.

Alta Advisers first reported a position in RJF in Q3 2022 and held it in 9 quarters. The position peaked at $64.2K in Q1 2024. 835 funds tracked by Wall St. Rank hold RJF as of Q4 2024.

  • Alta Advisers reported no remaining Raymond James Financial position as of Q4 2024 after selling out during the quarter.
  • Alta Advisers sold 500 Raymond James Financial shares in Q4 2024, an estimated $61.2K.
  • Alta Advisers first reported a position in Raymond James Financial in Q3 2022 and held it in 9 quarters.
  • Alta Advisers's Raymond James Financial position peaked at $64.2K in Q1 2024.
  • 835 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2024.

Based on Alta Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.