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Castleview Partners’s Raymond James Financial RJF Stock Holding History

Castleview Partners’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
Q2 		$19K Buy
+215
New +$18.7K 0.01% 564

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 $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Castleview Partners's RJF Position: Q2 2021 in Review

Castleview Partners opened a new position in Raymond James Financial (RJF) in Q2 2021: 215 shares worth $19K. The stake represents 0.01% of the portfolio and ranks #564 among its holdings.

564 funds tracked by Wall St. Rank hold RJF as of Q2 2021.

  • Castleview Partners held 215 shares of Raymond James Financial worth $19K as of Q2 2021.
  • Raymond James Financial was a new Castleview Partners position in Q2 2021.
  • Raymond James Financial made up 0.01% of Castleview Partners's portfolio in Q2 2021, its #564 holding.
  • 564 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.