BP’s Raymond James Financial RJF Stock Holding History

BP’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	-6,174	Closed	-$535K	–	425
2021 Q2	$535K	Sell	6,174 -2,223	-26%	-$194K	0.02%	380
2021 Q1	$686K	Sell	8,397 -3,599	-30%	-$268K	0.02%	393
2020 Q4	$765K	Sell	11,996 -6,004	-33%	-$344K	0.02%	394
2020 Q3	$873K	Sell	18,000 -1,500	-8%	-$72.6K	0.02%	448
2020 Q2	$895K	Hold	19,500	–	–	0.03%	438
2020 Q1	$822K	Hold	19,500	–	–	0.04%	413
2019 Q4	$1.16M	Hold	19,500	–	–	0.04%	406
2019 Q3	$1.07M	Buy	+19,500	New	+$1.06M	0.04%	418
2018 Q4	–	Sell	-22,500	Closed	-$1.38M	–	486
2018 Q3	$1.38M	Hold	22,500	–	–	0.04%	388
2018 Q2	$1.34M	Hold	22,500	–	–	0.04%	404
2018 Q1	$1.34M	Hold	22,500	–	–	0.05%	372
2017 Q4	$1.34M	Hold	22,500	–	–	0.05%	376
2017 Q3	$1.26M	Hold	22,500	–	–	0.04%	372
2017 Q2	$1.2M	Buy	+22,500	New	+$1.13M	0.04%	358

Other funds holding RJF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BP's RJF Position: Q3 2021 in Review

BP sold out of Raymond James Financial (RJF) in Q3 2021, closing a stake of 6,174 shares — an estimated $535K sold.

BP first reported a position in RJF in Q2 2017 and held it in 14 quarters. The position peaked at $1.38M in Q3 2018. 579 funds tracked by Wall St. Rank hold RJF as of Q3 2021.

BP reported no remaining Raymond James Financial position as of Q3 2021 after selling out during the quarter.
BP sold 6,174 Raymond James Financial shares in Q3 2021, an estimated $535K.
BP first reported a position in Raymond James Financial in Q2 2017 and held it in 14 quarters.
BP's Raymond James Financial position peaked at $1.38M in Q3 2018.
579 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2021.

Based on BP's 13F filing for Q3 2021, filed 10 Nov 2021.