Arthur M. Cohen & Associates’s Raymond James Financial RJF Stock Holding History

Arthur M. Cohen & Associates’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	-2,000	Closed	-$246K	–	145
2024 Q3	$246K	Hold	2,000	–	–	0.04%	124
2024 Q2	$247K	Hold	2,000	–	–	0.05%	126
2024 Q1	$257K	Hold	2,000	–	–	0.05%	117
2023 Q4	$223K	Hold	2,000	–	–	0.05%	125
2023 Q3	$201K	Hold	2,000	–	–	0.05%	123
2023 Q2	$208K	Buy	+2,000	New	+$186K	0.05%	131
2023 Q1	–	Sell	-2,000	Closed	-$214K	–	137
2022 Q4	$214K	Sell	2,000 -750	-27%	-$84.2K	0.06%	118
2022 Q3	$272K	Hold	2,750	–	–	0.07%	104
2022 Q2	$246K	Hold	2,750	–	–	0.06%	116
2022 Q1	$303K	Sell	2,750 -1,000	-27%	-$106K	0.06%	117
2021 Q4	$377K	Hold	3,750	–	–	0.07%	117
2021 Q3	$346K	Hold	3,750	–	–	0.07%	119
2021 Q2	$325K	Hold	3,750	–	–	0.06%	124
2021 Q1	$306K	Hold	3,750	–	–	0.07%	120
2020 Q4	$239K	Buy	+3,750	New	+$215K	0.06%	133
2020 Q1	–	Sell	-3,750	Closed	-$225K	–	119
2019 Q4	$225K	Buy	+3,750	New	+$216K	0.07%	119
2018 Q4	–	Sell	-3,750	Closed	-$231K	–	118
2018 Q3	$231K	Hold	3,750	–	–	0.07%	113
2018 Q2	$218K	Hold	3,750	–	–	0.08%	106
2018 Q1	$218K	Buy	+3,750	New	+$233K	0.08%	104
2017 Q2	$302K	Hold	5,550	–	–	0.12%	86
2017 Q1	$282K	Hold	5,550	–	–	0.13%	88
2016 Q4	$257K	Buy	+5,550	New	+$245K	0.14%	82
2014 Q3	$209K	Buy	+3,750	New	+$131K	0.1%	103

Other funds holding RJF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arthur M. Cohen & Associates's RJF Position: Q4 2024 in Review

Arthur M. Cohen & Associates sold out of Raymond James Financial (RJF) in Q4 2024, closing a stake of 2,000 shares — an estimated $246K sold.

Arthur M. Cohen & Associates first reported a position in RJF in Q3 2014 and held it in 23 quarters. The position peaked at $377K in Q4 2021. 839 funds tracked by Wall St. Rank hold RJF as of Q4 2024.

Arthur M. Cohen & Associates reported no remaining Raymond James Financial position as of Q4 2024 after selling out during the quarter.
Arthur M. Cohen & Associates sold 2,000 Raymond James Financial shares in Q4 2024, an estimated $246K.
Arthur M. Cohen & Associates first reported a position in Raymond James Financial in Q3 2014 and held it in 23 quarters.
Arthur M. Cohen & Associates's Raymond James Financial position peaked at $377K in Q4 2021.
839 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2024.

Based on Arthur M. Cohen & Associates's 13F filing for Q4 2024, filed 15 Jan 2025.