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Centerpoint Advisors’s Raymond James Financial RJF Stock Holding History

Centerpoint Advisors’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
-38
Closed -$4K – 568
2023
Q3 		$4K Hold
38
– – ﹤0.01% 407
2023
Q2 		$4K Hold
38
– – ﹤0.01% 415
2023
Q1 		$4K Buy
38
+8
+27% +$847 ﹤0.01% 407
2022
Q4 		$3K Hold
30
– – ﹤0.01% 382
2022
Q3 		$3K Hold
30
– – ﹤0.01% 295
2022
Q2 		$3K Hold
30
– – ﹤0.01% 306
2022
Q1 		$3K Hold
30
– – ﹤0.01% 309
2021
Q4 		$3K Buy
+30
New +$2.96K ﹤0.01% 315

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Centerpoint Advisors's RJF Position: Q4 2023 in Review

Centerpoint Advisors sold out of Raymond James Financial (RJF) in Q4 2023, closing a stake of 38 shares — an estimated $4K sold.

Centerpoint Advisors first reported a position in RJF in Q4 2021 and held it in 8 quarters. The position peaked at $4K in Q3 2023. 716 funds tracked by Wall St. Rank hold RJF as of Q4 2023.

  • Centerpoint Advisors reported no remaining Raymond James Financial position as of Q4 2023 after selling out during the quarter.
  • Centerpoint Advisors sold 38 Raymond James Financial shares in Q4 2023, an estimated $4K.
  • Centerpoint Advisors first reported a position in Raymond James Financial in Q4 2021 and held it in 8 quarters.
  • Centerpoint Advisors's Raymond James Financial position peaked at $4K in Q3 2023.
  • 716 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2023.

Based on Centerpoint Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.