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BNC Wealth Management’s Raymond James Financial RJF Stock Holding History

BNC Wealth Management’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
-74
Closed -$4K – 383
2020
Q3 		$4K Buy
+74
New +$3.58K ﹤0.01% 400

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

BNC Wealth Management's RJF Position: Q4 2020 in Review

BNC Wealth Management sold out of Raymond James Financial (RJF) in Q4 2020, closing a stake of 74 shares — an estimated $4K sold.

BNC Wealth Management first reported a position in RJF in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 533 funds tracked by Wall St. Rank hold RJF as of Q4 2020.

  • BNC Wealth Management reported no remaining Raymond James Financial position as of Q4 2020 after selling out during the quarter.
  • BNC Wealth Management sold 74 Raymond James Financial shares in Q4 2020, an estimated $4K.
  • BNC Wealth Management first reported a position in Raymond James Financial in Q3 2020 and held it in 1 quarter.
  • BNC Wealth Management's Raymond James Financial position peaked at $4K in Q3 2020.
  • 533 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.