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Capital Asset Advisory Services’s Raymond James Financial RJF Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-159
Closed -$10K – 1322
2020
Q4 		$10K Buy
+159
New +$9.1K ﹤0.01% 1113

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

Capital Asset Advisory Services's RJF Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Raymond James Financial (RJF) in Q1 2021, closing a stake of 159 shares — an estimated $10K sold.

Capital Asset Advisory Services first reported a position in RJF in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 551 funds tracked by Wall St. Rank hold RJF as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Raymond James Financial position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 159 Raymond James Financial shares in Q1 2021, an estimated $10K.
  • Capital Asset Advisory Services first reported a position in Raymond James Financial in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Raymond James Financial position peaked at $10K in Q4 2020.
  • 551 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.