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DFPG Investments’s Raymond James Financial RJF Stock Holding History

DFPG Investments’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
Q3 		– Sell
-4,581
Closed -$502K – 621
2023
Q2 		$502K Buy
4,581
+263
+6% +$24.4K 0.05% 376
2023
Q1 		$403K Buy
4,318
+290
+7% +$30.7K 0.04% 382
2022
Q4 		$450K Buy
+4,028
New +$452K 0.07% 274

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DFPG Investments's RJF Position: Q3 2023 in Review

DFPG Investments sold out of Raymond James Financial (RJF) in Q3 2023, closing a stake of 4,581 shares — an estimated $502K sold.

DFPG Investments first reported a position in RJF in Q4 2022 and held it in 3 quarters. The position peaked at $502K in Q2 2023. 654 funds tracked by Wall St. Rank hold RJF as of Q3 2023.

  • DFPG Investments reported no remaining Raymond James Financial position as of Q3 2023 after selling out during the quarter.
  • DFPG Investments sold 4,581 Raymond James Financial shares in Q3 2023, an estimated $502K.
  • DFPG Investments first reported a position in Raymond James Financial in Q4 2022 and held it in 3 quarters.
  • DFPG Investments's Raymond James Financial position peaked at $502K in Q2 2023.
  • 654 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2023.

Based on DFPG Investments's 13F filing for Q3 2023, filed 13 Nov 2023.