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Arkadios Wealth Advisors’s Raymond James Financial RJF Stock Holding History

Arkadios Wealth 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
Closed – – 1509
2021
Q3 		$0 Hold
2
– – ﹤0.01% 2028
2021
Q2 		$0 Hold
2
– – ﹤0.01% 2022
2021
Q1 		$0 Hold
2
– – ﹤0.01% 1737
2020
Q4 		$0 Sell
2
-76
-97% -$4.35K ﹤0.01% 1466
2020
Q3 		$4.14K Sell
78
-5
-6% -$242 ﹤0.01% 874
2020
Q2 		$3.8K Hold
83
– – ﹤0.01% 811
2020
Q1 		$3.48K Hold
83
– – ﹤0.01% 845
2019
Q4 		$5.43K Buy
+83
New +$4.79K ﹤0.01% 691

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

Arkadios Wealth Advisors's RJF Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Raymond James Financial (RJF) in Q4 2021, closing a stake of 2 shares.

Arkadios Wealth Advisors first reported a position in RJF in Q4 2019 and held it in 8 quarters. The position peaked at $5.43K in Q4 2019. 637 funds tracked by Wall St. Rank hold RJF as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Raymond James Financial position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 2 Raymond James Financial shares in Q4 2021.
  • Arkadios Wealth Advisors first reported a position in Raymond James Financial in Q4 2019 and held it in 8 quarters.
  • Arkadios Wealth Advisors's Raymond James Financial position peaked at $5.43K in Q4 2019.
  • 637 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.