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

Destination 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
2019
Q2 		– Sell
-137
Closed -$7K – 711
2019
Q1 		$7K Buy
+137
New +$7.34K ﹤0.01% 521

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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Destination Wealth Management's RJF Position: Q2 2019 in Review

Destination Wealth Management sold out of Raymond James Financial (RJF) in Q2 2019, closing a stake of 137 shares — an estimated $7K sold.

Destination Wealth Management first reported a position in RJF in Q1 2019 and held it in 1 quarter. The position peaked at $7K in Q1 2019. 499 funds tracked by Wall St. Rank hold RJF as of Q2 2019.

  • Destination Wealth Management reported no remaining Raymond James Financial position as of Q2 2019 after selling out during the quarter.
  • Destination Wealth Management sold 137 Raymond James Financial shares in Q2 2019, an estimated $7K.
  • Destination Wealth Management first reported a position in Raymond James Financial in Q1 2019 and held it in 1 quarter.
  • Destination Wealth Management's Raymond James Financial position peaked at $7K in Q1 2019.
  • 499 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.