Avior Wealth Management’s Raymond James Financial RJF Stock Holding History

Avior Wealth Management’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
2025 Q1	–	Sell	-36	Closed	-$5.59K	–	1978
2024 Q4	$5.59K	Buy	36 +5	+16%	+$755	﹤0.01%	1826
2024 Q3	$3.8K	Buy	31 +4	+15%	+$467	﹤0.01%	1866
2024 Q2	$3.34K	Sell	27 -479	-95%	-$59.1K	﹤0.01%	1840
2024 Q1	$65K	Buy	+506	New	+$59K	﹤0.01%	1134
2019 Q3	–	Sell	-5,730	Closed	-$323K	–	852
2019 Q2	$323K	Sell	5,730 -960	-14%	-$54.7K	0.06%	279
2019 Q1	$358K	Sell	6,690 -2,688	-29%	-$144K	0.08%	248
2018 Q4	$465K	Buy	9,378 +75	+0.8%	+$4K	0.11%	175
2018 Q3	$571K	Buy	9,303 +825	+10%	+$50.8K	0.12%	160
2018 Q2	$505K	Sell	8,478 -3,735	-31%	-$232K	0.11%	168
2018 Q1	$728K	Sell	12,213 -1,323	-10%	-$82.3K	0.17%	129
2017 Q4	$806K	Buy	+13,536	New	+$780K	0.18%	117

Other funds holding RJF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avior Wealth Management's RJF Position: Q1 2025 in Review

Avior Wealth Management sold out of Raymond James Financial (RJF) in Q1 2025, closing a stake of 36 shares — an estimated $5.59K sold.

Avior Wealth Management first reported a position in RJF in Q4 2017 and held it in 11 quarters. The position peaked at $806K in Q4 2017. 854 funds tracked by Wall St. Rank hold RJF as of Q1 2025.

Avior Wealth Management reported no remaining Raymond James Financial position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 36 Raymond James Financial shares in Q1 2025, an estimated $5.59K.
Avior Wealth Management first reported a position in Raymond James Financial in Q4 2017 and held it in 11 quarters.
Avior Wealth Management's Raymond James Financial position peaked at $806K in Q4 2017.
854 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.