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Dakota Wealth Management’s Raymond James Financial RJF Stock Holding History

Dakota Wealth Management’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
-2,208
Closed -$222K – 699
2023
Q3 		$222K Sell
2,208
-735
-25% -$77.8K 0.01% 571
2023
Q2 		$305K Hold
2,943
– – 0.01% 477
2023
Q1 		$274K Hold
2,943
– – 0.02% 485
2022
Q4 		$314K Buy
+2,943
New +$330K 0.02% 437

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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

Dakota Wealth Management's RJF Position: Q4 2023 in Review

Dakota Wealth Management sold out of Raymond James Financial (RJF) in Q4 2023, closing a stake of 2,208 shares — an estimated $222K sold.

Dakota Wealth Management first reported a position in RJF in Q4 2022 and held it in 4 quarters. The position peaked at $314K in Q4 2022. 716 funds tracked by Wall St. Rank hold RJF as of Q4 2023.

  • Dakota Wealth Management reported no remaining Raymond James Financial position as of Q4 2023 after selling out during the quarter.
  • Dakota Wealth Management sold 2,208 Raymond James Financial shares in Q4 2023, an estimated $222K.
  • Dakota Wealth Management first reported a position in Raymond James Financial in Q4 2022 and held it in 4 quarters.
  • Dakota Wealth Management's Raymond James Financial position peaked at $314K in Q4 2022.
  • 716 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2023.

Based on Dakota Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.