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Baker Avenue Asset Management’s Raymond James Financial RJF Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-86
Closed -$8.64K – 1246
2023
Q3 		$8.64K Hold
86
– – ﹤0.01% 798
2023
Q2 		$8.92K Sell
86
-20
-19% -$1.86K ﹤0.01% 756
2023
Q1 		$9.89K Buy
106
+6
+6% +$636 ﹤0.01% 768
2022
Q4 		$10.7K Buy
+100
New +$11.2K ﹤0.01% 698

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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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baker Avenue Asset Management's RJF Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Raymond James Financial (RJF) in Q4 2023, closing a stake of 86 shares — an estimated $8.64K sold.

Baker Avenue Asset Management first reported a position in RJF in Q4 2022 and held it in 4 quarters. The position peaked at $10.7K in Q4 2022. 716 funds tracked by Wall St. Rank hold RJF as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Raymond James Financial position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 86 Raymond James Financial shares in Q4 2023, an estimated $8.64K.
  • Baker Avenue Asset Management first reported a position in Raymond James Financial in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Raymond James Financial position peaked at $10.7K in Q4 2022.
  • 716 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.