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Baldwin Wealth Partners’s Raymond James Financial RJF Stock Holding History

Baldwin Wealth 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
2024
Q3 		– Sell
-17
Closed -$2.1K – 1158
2024
Q2 		$2.1K Buy
+17
New +$2.1K ﹤0.01% 653

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Primecap Management
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State Street
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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
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Baldwin Wealth Partners's RJF Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of Raymond James Financial (RJF) in Q3 2024, closing a stake of 17 shares — an estimated $2.1K sold.

Baldwin Wealth Partners first reported a position in RJF in Q2 2024 and held it in 1 quarter. The position peaked at $2.1K in Q2 2024. 762 funds tracked by Wall St. Rank hold RJF as of Q3 2024.

  • Baldwin Wealth Partners reported no remaining Raymond James Financial position as of Q3 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 17 Raymond James Financial shares in Q3 2024, an estimated $2.1K.
  • Baldwin Wealth Partners first reported a position in Raymond James Financial in Q2 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Raymond James Financial position peaked at $2.1K in Q2 2024.
  • 762 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.