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Colonial Trust Advisors’s Raymond James Financial RJF Stock Holding History

Colonial Trust 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
2024
Q2 		– Sell
-502
Closed -$64.5K – 967
2024
Q1 		$64.5K Buy
502
+500
+25,000% +$58.3K 0.01% 293
2023
Q4 		$223 Hold
2
– – ﹤0.01% 859
2023
Q3 		$201 Hold
2
– – ﹤0.01% 869
2023
Q2 		$208 Hold
2
– – ﹤0.01% 877
2023
Q1 		$187 Hold
2
– – ﹤0.01% 867
2022
Q4 		$214 Buy
+2
New +$224 ﹤0.01% 866

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Colonial Trust Advisors's RJF Position: Q2 2024 in Review

Colonial Trust Advisors sold out of Raymond James Financial (RJF) in Q2 2024, closing a stake of 502 shares — an estimated $64.5K sold.

Colonial Trust Advisors first reported a position in RJF in Q4 2022 and held it in 6 quarters. The position peaked at $64.5K in Q1 2024. 746 funds tracked by Wall St. Rank hold RJF as of Q2 2024.

  • Colonial Trust Advisors reported no remaining Raymond James Financial position as of Q2 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 502 Raymond James Financial shares in Q2 2024, an estimated $64.5K.
  • Colonial Trust Advisors first reported a position in Raymond James Financial in Q4 2022 and held it in 6 quarters.
  • Colonial Trust Advisors's Raymond James Financial position peaked at $64.5K in Q1 2024.
  • 746 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.