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Beacon Financial Group’s Raymond James Financial RJF Stock Holding History

Beacon Financial Group’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
2020
Q4 		– Sell
-8,399
Closed -$407K – 206
2020
Q3 		$407K Buy
+8,399
New +$407K 0.07% 161
2018
Q3 		– Sell
-5,099
Closed -$304K – 189
2018
Q2 		$304K Sell
5,099
-322
-6% -$20K 0.05% 164
2018
Q1 		$323K Sell
5,421
-749
-12% -$46.6K 0.06% 168
2017
Q4 		$367K Sell
6,170
-70
-1% -$4.03K 0.06% 153
2017
Q3 		$351K Sell
6,240
-846
-12% -$45.6K 0.06% 148
2017
Q2 		$380K Sell
7,086
-579
-8% -$29.1K 0.07% 146
2017
Q1 		$388K Buy
+7,665
New +$390K 0.07% 139

Other funds holding RJF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Beacon Financial Group's RJF Position: Q4 2020 in Review

Beacon Financial Group sold out of Raymond James Financial (RJF) in Q4 2020, closing a stake of 8,399 shares — an estimated $407K sold.

Beacon Financial Group first reported a position in RJF in Q1 2017 and held it in 7 quarters. The position peaked at $407K in Q3 2020. 533 funds tracked by Wall St. Rank hold RJF as of Q4 2020.

  • Beacon Financial Group reported no remaining Raymond James Financial position as of Q4 2020 after selling out during the quarter.
  • Beacon Financial Group sold 8,399 Raymond James Financial shares in Q4 2020, an estimated $407K.
  • Beacon Financial Group first reported a position in Raymond James Financial in Q1 2017 and held it in 7 quarters.
  • Beacon Financial Group's Raymond James Financial position peaked at $407K in Q3 2020.
  • 533 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2020.

Based on Beacon Financial Group's 13F filing for Q4 2020, filed 15 Jan 2021.