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Beacon Capital Management LLC (Tennessee)’s Raymond James Financial RJF Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q4 		– Sell
-57
Closed -$6.98K – 1188
2024
Q3 		$6.98K Buy
+57
New +$6.66K ﹤0.01% 734

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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
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Geode Capital Management
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T. Rowe Price Investment Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s RJF Position: Q4 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of Raymond James Financial (RJF) in Q4 2024, closing a stake of 57 shares — an estimated $6.98K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in RJF in Q3 2024 and held it in 1 quarter. The position peaked at $6.98K in Q3 2024. 835 funds tracked by Wall St. Rank hold RJF as of Q4 2024.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Raymond James Financial position as of Q4 2024 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 57 Raymond James Financial shares in Q4 2024, an estimated $6.98K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Raymond James Financial in Q3 2024 and held it in 1 quarter.
  • Beacon Capital Management LLC (Tennessee)'s Raymond James Financial position peaked at $6.98K in Q3 2024.
  • 835 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2024, filed 30 Jan 2025.