AP
RJF icon

Arlington Partners’s Raymond James Financial RJF Stock Holding History

Arlington Partners’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
2023
Q3 		– Sell
-830
Closed -$86.2K – 547
2023
Q2 		$86.2K Hold
830
– – 0.01% 261
2023
Q1 		$77.5K Hold
830
– – 0.01% 241
2022
Q4 		$88.8K Hold
830
– – 0.01% 169
2022
Q3 		$82K Hold
830
– – 0.03% 153
2022
Q2 		$74K Buy
+830
New +$81.3K 0.02% 204

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arlington Partners's RJF Position: Q3 2023 in Review

Arlington Partners sold out of Raymond James Financial (RJF) in Q3 2023, closing a stake of 830 shares — an estimated $86.2K sold.

Arlington Partners first reported a position in RJF in Q2 2022 and held it in 5 quarters. The position peaked at $88.8K in Q4 2022. 654 funds tracked by Wall St. Rank hold RJF as of Q3 2023.

  • Arlington Partners reported no remaining Raymond James Financial position as of Q3 2023 after selling out during the quarter.
  • Arlington Partners sold 830 Raymond James Financial shares in Q3 2023, an estimated $86.2K.
  • Arlington Partners first reported a position in Raymond James Financial in Q2 2022 and held it in 5 quarters.
  • Arlington Partners's Raymond James Financial position peaked at $88.8K in Q4 2022.
  • 654 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2023.

Based on Arlington Partners's 13F filing for Q3 2023, filed 24 Oct 2023.