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Atlas Private Wealth Advisors’s Raymond James Financial RJF Stock Holding History

Atlas Private 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
Q2 		– Sell
-8
Closed -$1K – 908
2021
Q1 		$1K Buy
+8
New +$596 ﹤0.01% 836

Other funds holding RJF

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Atlas Private Wealth Advisors's RJF Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of Raymond James Financial (RJF) in Q2 2021, closing a stake of 8 shares — an estimated $1K sold.

Atlas Private Wealth Advisors first reported a position in RJF in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 563 funds tracked by Wall St. Rank hold RJF as of Q2 2021.

  • Atlas Private Wealth Advisors reported no remaining Raymond James Financial position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 8 Raymond James Financial shares in Q2 2021, an estimated $1K.
  • Atlas Private Wealth Advisors first reported a position in Raymond James Financial in Q1 2021 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's Raymond James Financial position peaked at $1K in Q1 2021.
  • 563 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.