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American Portfolios Advisors’s Raymond James Financial RJF Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$435K Buy
4,403
+96
+2% +$9.72K 0.02% 696
2022
Q2 		$385K Sell
4,307
-172
-4% -$16.9K 0.02% 768
2022
Q1 		$492K Buy
4,479
+70
+2% +$7.42K 0.02% 738
2021
Q4 		$443K Buy
4,409
+313
+8% +$30.9K 0.01% 791
2021
Q3 		$378K Sell
4,096
-3,035
-43% -$272K 0.01% 837
2021
Q2 		$618K Buy
7,131
+3,189
+81% +$278K 0.02% 622
2021
Q1 		$322K Buy
3,942
+91
+2% +$6.78K 0.01% 837
2020
Q4 		$246K Sell
3,851
-87
-2% -$4.98K 0.01% 815
2020
Q3 		$191K Buy
3,938
+288
+8% +$13.9K 0.01% 812
2020
Q2 		$167K Buy
3,650
+62
+2% +$2.79K 0.01% 800
2020
Q1 		$151K Sell
3,588
-435
-11% -$24.5K 0.01% 744
2019
Q4 		$240K Buy
4,023
+349
+9% +$20.1K 0.02% 684
2019
Q3 		$202K Buy
3,674
+147
+4% +$7.99K 0.02% 712
2019
Q2 		$199K Buy
3,527
+48
+1% +$2.74K 0.02% 714
2019
Q1 		$186K Buy
3,479
+582
+20% +$31.2K 0.02% 669
2018
Q4 		$144K Buy
2,897
+110
+4% +$5.86K 0.02% 623
2018
Q3 		$171K Buy
2,787
+34
+1% +$2.1K 0.02% 638
2018
Q2 		$164K Sell
2,753
-7,654
-74% -$475K 0.02% 633
2018
Q1 		$620K Buy
10,407
+154
+2% +$9.58K 0.09% 217
2017
Q4 		$610K Buy
+10,253
New +$591K 0.1% 215

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

American Portfolios Advisors's RJF Position: Q3 2022 in Review

American Portfolios Advisors increased its Raymond James Financial (RJF) stake by 2.2% in Q3 2022, buying an estimated $9.72K and bringing the position to 4,403 shares worth $435K. The position accounts for 0.02% of the portfolio, ranked #696.

American Portfolios Advisors first reported a position in RJF in Q4 2017 and has held it in 20 quarters since. The position peaked at $620K in Q1 2018. 666 funds tracked by Wall St. Rank hold RJF as of Q3 2022.

  • American Portfolios Advisors held 4,403 shares of Raymond James Financial worth $435K as of Q3 2022.
  • American Portfolios Advisors bought 96 Raymond James Financial shares in Q3 2022, an estimated $9.72K.
  • Raymond James Financial made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #696 holding.
  • American Portfolios Advisors first reported a position in Raymond James Financial in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Raymond James Financial position peaked at $620K in Q1 2018.
  • 666 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.