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Banque Pictet & Cie’s Raymond James Financial RJF Stock Holding History

Banque Pictet & Cie’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
-6,884
Closed -$691K – 452
2023
Q3 		$691K Sell
6,884
-10,536
-60% -$1.11M 0.01% 309
2023
Q2 		$1.81M Buy
+17,420
New +$1.62M 0.02% 260
2022
Q2 		– Sell
-4,369
Closed -$480K – 670
2022
Q1 		$480K Sell
4,369
-11,383
-72% -$1.21M ﹤0.01% 531
2021
Q4 		$1.58M Buy
+15,752
New +$1.56M 0.01% 395

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
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

Banque Pictet & Cie's RJF Position: Q4 2023 in Review

Banque Pictet & Cie sold out of Raymond James Financial (RJF) in Q4 2023, closing a stake of 6,884 shares — an estimated $691K sold.

Banque Pictet & Cie first reported a position in RJF in Q4 2021 and held it in 4 quarters. The position peaked at $1.81M in Q2 2023. 716 funds tracked by Wall St. Rank hold RJF as of Q4 2023.

  • Banque Pictet & Cie reported no remaining Raymond James Financial position as of Q4 2023 after selling out during the quarter.
  • Banque Pictet & Cie sold 6,884 Raymond James Financial shares in Q4 2023, an estimated $691K.
  • Banque Pictet & Cie first reported a position in Raymond James Financial in Q4 2021 and held it in 4 quarters.
  • Banque Pictet & Cie's Raymond James Financial position peaked at $1.81M in Q2 2023.
  • 716 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2023.

Based on Banque Pictet & Cie's 13F filing for Q4 2023, filed 9 Feb 2024.