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CSat Investment Advisory’s Raymond James Financial RJF Stock Holding History

CSat 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
2021
Q1 		$58K Sell
707
-138
-16% -$10.3K 0.05% 163
2020
Q4 		$54K Sell
845
-675
-44% -$38.6K 0.05% 141
2020
Q3 		$73K Buy
1,520
+44
+3% +$2.13K 0.01% 587
2020
Q2 		$68K Buy
1,476
+372
+34% +$16.8K 0.01% 612
2020
Q1 		$47K Buy
1,104
+42
+4% +$2.37K 0.01% 539
2019
Q4 		$63K Buy
1,062
+60
+6% +$3.46K 0.02% 542
2019
Q3 		$55K Buy
1,002
+58
+6% +$3.15K 0.02% 490
2019
Q2 		$53K Buy
944
+414
+78% +$23.6K 0.02% 482
2019
Q1 		$28K Buy
530
+12
+2% +$643 0.01% 241
2018
Q4 		$26K Buy
518
+240
+86% +$12.8K 0.02% 217
2018
Q3 		$17K Buy
278
+81
+41% +$4.99K 0.01% 257
2018
Q2 		$12K Buy
+197
New +$12.2K 0.01% 311

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CSat Investment Advisory's RJF Position: Q1 2021 in Review

CSat Investment Advisory reduced its Raymond James Financial (RJF) stake by 16% in Q1 2021, selling an estimated $10.3K and leaving 707 shares worth $58K. The position accounts for 0.05% of the portfolio, ranked #163.

CSat Investment Advisory first reported a position in RJF in Q2 2018 and has held it in 12 quarters since. The position peaked at $73K in Q3 2020. 552 funds tracked by Wall St. Rank hold RJF as of Q1 2021.

  • CSat Investment Advisory held 707 shares of Raymond James Financial worth $58K as of Q1 2021.
  • CSat Investment Advisory sold 138 Raymond James Financial shares in Q1 2021, an estimated $10.3K.
  • Raymond James Financial made up 0.05% of CSat Investment Advisory's portfolio in Q1 2021, its #163 holding.
  • CSat Investment Advisory first reported a position in Raymond James Financial in Q2 2018 and has held it in 12 quarters since.
  • CSat Investment Advisory's Raymond James Financial position peaked at $73K in Q3 2020.
  • 552 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.