CSPIA
RJF icon

Cary Street Partners Investment Advisory’s Raymond James Financial RJF Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-40
Closed -$4.02K – 1554
2023
Q3 		$4.02K Buy
+40
New +$4.23K ﹤0.01% 1550

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cary Street Partners Investment Advisory's RJF Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Raymond James Financial (RJF) in Q4 2023, closing a stake of 40 shares — an estimated $4.02K sold.

Cary Street Partners Investment Advisory first reported a position in RJF in Q3 2023 and held it in 1 quarter. The position peaked at $4.02K in Q3 2023. 717 funds tracked by Wall St. Rank hold RJF as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Raymond James Financial position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 40 Raymond James Financial shares in Q4 2023, an estimated $4.02K.
  • Cary Street Partners Investment Advisory first reported a position in Raymond James Financial in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Raymond James Financial position peaked at $4.02K in Q3 2023.
  • 717 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.