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Baker Tilly Wealth Management’s Raymond James Financial RJF Stock Holding History

Baker Tilly 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
2024
Q2 		– Sell
-3,741
Closed -$480K – 386
2024
Q1 		$480K Buy
3,741
+3
+0.1% +$350 0.09% 262
2023
Q4 		$417K Sell
3,738
-66
-2% -$6.79K 0.07% 326
2023
Q3 		$382K Sell
3,804
-92
-2% -$9.73K 0.06% 320
2023
Q2 		$404K Sell
3,896
-3
-0.1% -$279 0.04% 391
2023
Q1 		$364K Sell
3,899
-122
-3% -$12.9K 0.04% 410
2022
Q4 		$430K Sell
4,021
-3,092
-43% -$347K 0.05% 361
2022
Q3 		$703K Buy
7,113
+1,534
+27% +$155K 0.1% 228
2022
Q2 		$499K Sell
5,579
-394
-7% -$38.6K 0.07% 304
2022
Q1 		$656K Sell
5,973
-895
-13% -$94.8K 0.07% 272
2021
Q4 		$690K Buy
6,868
+1,240
+22% +$123K 0.07% 289
2021
Q3 		$519K Buy
5,628
+672
+14% +$60.2K 0.07% 305
2021
Q2 		$429K Buy
4,956
+870
+21% +$75.7K 0.07% 313
2021
Q1 		$334K Buy
4,086
+813
+25% +$60.6K 0.07% 334
2020
Q4 		$209K Buy
+3,273
New +$187K 0.06% 315

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Baker Tilly Wealth Management's RJF Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Raymond James Financial (RJF) in Q2 2024, closing a stake of 3,741 shares — an estimated $480K sold.

Baker Tilly Wealth Management first reported a position in RJF in Q4 2020 and held it in 14 quarters. The position peaked at $703K in Q3 2022. 746 funds tracked by Wall St. Rank hold RJF as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining Raymond James Financial position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 3,741 Raymond James Financial shares in Q2 2024, an estimated $480K.
  • Baker Tilly Wealth Management first reported a position in Raymond James Financial in Q4 2020 and held it in 14 quarters.
  • Baker Tilly Wealth Management's Raymond James Financial position peaked at $703K in Q3 2022.
  • 746 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.