Carolinas Wealth Consulting’s Raymond James Financial RJF Stock Holding History

Carolinas Wealth Consulting’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
2024 Q3	–	Sell	-5	Closed	-$619	–	1089
2024 Q2	$619	Hold	5	–	–	﹤0.01%	975
2024 Q1	$644	Buy	+5	New	+$583	﹤0.01%	961
2022 Q4	–	Sell	-48	Closed	-$5K	–	1094
2022 Q3	$5K	Hold	48	–	–	﹤0.01%	661
2022 Q2	$4K	Hold	48	–	–	﹤0.01%	693
2022 Q1	$5K	Sell	48 -32	-40%	-$3.39K	﹤0.01%	704
2021 Q4	$8K	Buy	80 +5	+7%	+$494	﹤0.01%	649
2021 Q3	$7K	Hold	75	–	–	﹤0.01%	637
2021 Q2	$7K	Sell	75 -9	-11%	-$784	﹤0.01%	662
2021 Q1	$7K	Buy	84 +36	+75%	+$2.68K	﹤0.01%	665
2020 Q4	$3K	Sell	48 -11	-19%	-$630	﹤0.01%	714
2020 Q3	$3K	Buy	+59	New	+$2.86K	﹤0.01%	655

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Carolinas Wealth Consulting's RJF Position: Q3 2024 in Review

Carolinas Wealth Consulting sold out of Raymond James Financial (RJF) in Q3 2024, closing a stake of 5 shares — an estimated $619 sold.

Carolinas Wealth Consulting first reported a position in RJF in Q3 2020 and held it in 11 quarters. The position peaked at $8K in Q4 2021. 762 funds tracked by Wall St. Rank hold RJF as of Q3 2024.

Carolinas Wealth Consulting reported no remaining Raymond James Financial position as of Q3 2024 after selling out during the quarter.
Carolinas Wealth Consulting sold 5 Raymond James Financial shares in Q3 2024, an estimated $619.
Carolinas Wealth Consulting first reported a position in Raymond James Financial in Q3 2020 and held it in 11 quarters.
Carolinas Wealth Consulting's Raymond James Financial position peaked at $8K in Q4 2021.
762 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2024, filed 12 Nov 2024.