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Concord Wealth Partners’s Raymond James Financial RJF Stock Holding History

Concord Wealth 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
2023
Q4 		– Sell
-45
Closed -$4.52K – 978
2023
Q3 		$4.52K Hold
45
– – ﹤0.01% 733
2023
Q2 		$4.67K Hold
45
– – ﹤0.01% 716
2023
Q1 		$4.2K Sell
45
-20
-31% -$2.12K ﹤0.01% 700
2022
Q4 		$6.93K Buy
+65
New +$7.29K ﹤0.01% 695
2022
Q3 		– Sell
-65
Closed -$6K – 918
2022
Q2 		$6K Hold
65
– – ﹤0.01% 793
2022
Q1 		$7K Hold
65
– – ﹤0.01% 844
2021
Q4 		$6K Buy
65
+20
+44% +$1.98K ﹤0.01% 914
2021
Q3 		$4K Hold
45
– – ﹤0.01% 644
2021
Q2 		$4K Sell
45
-6
-12% -$522 ﹤0.01% 779
2021
Q1 		$4K Buy
+51
New +$3.8K ﹤0.01% 728

Other funds holding RJF

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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

Concord Wealth Partners's RJF Position: Q4 2023 in Review

Concord Wealth Partners sold out of Raymond James Financial (RJF) in Q4 2023, closing a stake of 45 shares — an estimated $4.52K sold.

Concord Wealth Partners first reported a position in RJF in Q1 2021 and held it in 10 quarters. The position peaked at $7K in Q1 2022. 716 funds tracked by Wall St. Rank hold RJF as of Q4 2023.

  • Concord Wealth Partners reported no remaining Raymond James Financial position as of Q4 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 45 Raymond James Financial shares in Q4 2023, an estimated $4.52K.
  • Concord Wealth Partners first reported a position in Raymond James Financial in Q1 2021 and held it in 10 quarters.
  • Concord Wealth Partners's Raymond James Financial position peaked at $7K in Q1 2022.
  • 716 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.