DOA
RJF icon

D'Orazio & Associates’s Raymond James Financial RJF Stock Holding History

D'Orazio & Associates’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
Q4 		– Sell
-66
Closed -$6K – 572
2021
Q3 		$6K Buy
+66
New +$5.91K ﹤0.01% 622

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D'Orazio & Associates's RJF Position: Q4 2021 in Review

D'Orazio & Associates sold out of Raymond James Financial (RJF) in Q4 2021, closing a stake of 66 shares — an estimated $6K sold.

D'Orazio & Associates first reported a position in RJF in Q3 2021 and held it in 1 quarter. The position peaked at $6K in Q3 2021. 637 funds tracked by Wall St. Rank hold RJF as of Q4 2021.

  • D'Orazio & Associates reported no remaining Raymond James Financial position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 66 Raymond James Financial shares in Q4 2021, an estimated $6K.
  • D'Orazio & Associates first reported a position in Raymond James Financial in Q3 2021 and held it in 1 quarter.
  • D'Orazio & Associates's Raymond James Financial position peaked at $6K in Q3 2021.
  • 637 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.