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Bellwether Advisors’s Raymond James Financial RJF Stock Holding History

Bellwether Advisors’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
2021
Q3 		– Sell
-11,397
Closed -$986K – 611
2021
Q2 		$986K Buy
+11,397
New +$992K 0.34% 62

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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bellwether Advisors's RJF Position: Q3 2021 in Review

Bellwether Advisors sold out of Raymond James Financial (RJF) in Q3 2021, closing a stake of 11,397 shares — an estimated $986K sold.

Bellwether Advisors first reported a position in RJF in Q2 2021 and held it in 1 quarter. The position peaked at $986K in Q2 2021. 579 funds tracked by Wall St. Rank hold RJF as of Q3 2021.

  • Bellwether Advisors reported no remaining Raymond James Financial position as of Q3 2021 after selling out during the quarter.
  • Bellwether Advisors sold 11,397 Raymond James Financial shares in Q3 2021, an estimated $986K.
  • Bellwether Advisors first reported a position in Raymond James Financial in Q2 2021 and held it in 1 quarter.
  • Bellwether Advisors's Raymond James Financial position peaked at $986K in Q2 2021.
  • 579 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2021.

Based on Bellwether Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.