BCA
RJF icon

Berman Capital Advisors’s Raymond James Financial RJF Stock Holding History

Berman Capital 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 		$74K Buy
809
+234
+41% +$21K 0.01% 533
2021
Q2 		$49K Buy
575
+62
+12% +$5.4K 0.01% 589
2021
Q1 		$42K Buy
513
+81
+19% +$6.04K 0.01% 538
2020
Q4 		$27K Sell
432
-15
-3% -$859 0.01% 591
2020
Q3 		$21K Sell
447
-18
-4% -$871 0.01% 572
2020
Q2 		$20K Sell
465
-80
-15% -$3.6K 0.01% 543
2020
Q1 		$22K Buy
545
+131
+32% +$7.39K 0.01% 473
2019
Q4 		$24K Sell
414
-3
-0.7% -$173 0.01% 483
2019
Q3 		$22K Buy
417
+84
+25% +$4.56K 0.01% 484
2019
Q2 		$18K Buy
333
+328
+6,560% +$18.7K 0.01% 548
2019
Q1 		$0 Sell
5
-45
-90% -$2.41K ﹤0.01% 1457
2018
Q4 		$2K Buy
+50
New +$2.66K ﹤0.01% 891

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

Berman Capital Advisors's RJF Position: Q3 2021 in Review

Berman Capital Advisors increased its Raymond James Financial (RJF) stake by 41% in Q3 2021, buying an estimated $21K and bringing the position to 809 shares worth $74K. The position accounts for 0.01% of the portfolio, ranked #533.

Berman Capital Advisors first reported a position in RJF in Q4 2018 and has held it in 12 quarters since. 580 funds tracked by Wall St. Rank hold RJF as of Q3 2021.

  • Berman Capital Advisors held 809 shares of Raymond James Financial worth $74K as of Q3 2021.
  • Berman Capital Advisors bought 234 Raymond James Financial shares in Q3 2021, an estimated $21K.
  • Raymond James Financial made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #533 holding.
  • Berman Capital Advisors first reported a position in Raymond James Financial in Q4 2018 and has held it in 12 quarters since.
  • 580 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.