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Angeles Investment Advisors’s Raymond James Financial RJF Stock Holding History

Angeles Investment 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
2021
Q4 		– Sell
-2,179
Closed -$201K – 258
2021
Q3 		$201K Buy
+2,179
New +$195K 0.01% 220

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Angeles Investment Advisors's RJF Position: Q4 2021 in Review

Angeles Investment Advisors sold out of Raymond James Financial (RJF) in Q4 2021, closing a stake of 2,179 shares — an estimated $201K sold.

Angeles Investment Advisors first reported a position in RJF in Q3 2021 and held it in 1 quarter. The position peaked at $201K in Q3 2021. 637 funds tracked by Wall St. Rank hold RJF as of Q4 2021.

  • Angeles Investment Advisors reported no remaining Raymond James Financial position as of Q4 2021 after selling out during the quarter.
  • Angeles Investment Advisors sold 2,179 Raymond James Financial shares in Q4 2021, an estimated $201K.
  • Angeles Investment Advisors first reported a position in Raymond James Financial in Q3 2021 and held it in 1 quarter.
  • Angeles Investment Advisors's Raymond James Financial position peaked at $201K in Q3 2021.
  • 637 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2021.

Based on Angeles Investment Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.