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Aviance Capital Partners’s Raymond James Financial RJF Stock Holding History

Aviance Capital 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
2022
Q3 		– Sell
-13,713
Closed -$1.23M – 275
2022
Q2 		$1.23M Buy
13,713
+590
+4% +$57.8K 0.27% 109
2022
Q1 		$1.44M Sell
13,123
-767
-6% -$81.3K 0.26% 112
2021
Q4 		$1.4M Sell
13,890
-2,362
-15% -$233K 0.23% 105
2021
Q3 		$1.5M Buy
16,252
+65
+0.4% +$5.82K 0.26% 102
2021
Q2 		$1.4M Sell
16,187
-291
-2% -$25.3K 0.25% 113
2021
Q1 		$1.35M Sell
16,478
-5,556
-25% -$414K 0.26% 107
2020
Q4 		$1.41M Sell
22,034
-48
-0.2% -$2.75K 0.28% 91
2020
Q3 		$1.07M Buy
22,082
+1,440
+7% +$69.7K 0.24% 110
2020
Q2 		$947K Sell
20,642
-1,021
-5% -$46K 0.23% 113
2020
Q1 		$913K Sell
21,663
-5,072
-19% -$286K 0.29% 90
2019
Q4 		$1.59M Buy
26,735
+1,934
+8% +$112K 0.41% 66
2019
Q3 		$1.36M Sell
24,801
-1,395
-5% -$75.8K 0.4% 77
2019
Q2 		$1.48M Buy
26,196
+1,366
+6% +$77.9K 0.41% 69
2019
Q1 		$1.33M Buy
+24,830
New +$1.33M 0.38% 71

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Aviance Capital Partners's RJF Position: Q3 2022 in Review

Aviance Capital Partners sold out of Raymond James Financial (RJF) in Q3 2022, closing a stake of 13,713 shares — an estimated $1.23M sold.

Aviance Capital Partners first reported a position in RJF in Q1 2019 and held it in 14 quarters. The position peaked at $1.59M in Q4 2019. 665 funds tracked by Wall St. Rank hold RJF as of Q3 2022.

  • Aviance Capital Partners reported no remaining Raymond James Financial position as of Q3 2022 after selling out during the quarter.
  • Aviance Capital Partners sold 13,713 Raymond James Financial shares in Q3 2022, an estimated $1.23M.
  • Aviance Capital Partners first reported a position in Raymond James Financial in Q1 2019 and held it in 14 quarters.
  • Aviance Capital Partners's Raymond James Financial position peaked at $1.59M in Q4 2019.
  • 665 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2022.

Based on Aviance Capital Partners's 13F filing for Q3 2022, filed 9 Nov 2022.