AC
RJF icon

Avestar Capital’s Raymond James Financial RJF Stock Holding History

Avestar Capital’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
-2,612
Closed -$228K – 473
2021
Q1 		$228K Buy
+2,612
New +$195K 0.05% 292
2019
Q3 		– Sell
-62
Closed -$1K – 691
2019
Q2 		$1K Hold
62
– – ﹤0.01% 796
2019
Q1 		$1K Sell
62
-3
-5% -$161 ﹤0.01% 779
2018
Q4 		$1K Buy
65
+41
+171% +$2.18K ﹤0.01% 766
2018
Q3 		$1K Sell
24
-87
-78% -$5.36K ﹤0.01% 751
2018
Q2 		$4K Sell
111
-15
-12% -$931 ﹤0.01% 609
2018
Q1 		$6K Buy
126
+21
+20% +$1.31K ﹤0.01% 509
2017
Q4 		$5K Buy
+105
New +$6.05K ﹤0.01% 556

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
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

Avestar Capital's RJF Position: Q2 2021 in Review

Avestar Capital sold out of Raymond James Financial (RJF) in Q2 2021, closing a stake of 2,612 shares — an estimated $228K sold.

Avestar Capital first reported a position in RJF in Q4 2017 and held it in 8 quarters. The position peaked at $228K in Q1 2021. 563 funds tracked by Wall St. Rank hold RJF as of Q2 2021.

  • Avestar Capital reported no remaining Raymond James Financial position as of Q2 2021 after selling out during the quarter.
  • Avestar Capital sold 2,612 Raymond James Financial shares in Q2 2021, an estimated $228K.
  • Avestar Capital first reported a position in Raymond James Financial in Q4 2017 and held it in 8 quarters.
  • Avestar Capital's Raymond James Financial position peaked at $228K in Q1 2021.
  • 563 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2021.

Based on Avestar Capital's 13F filing for Q2 2021, filed 3 Aug 2021.