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DoubleLine ETF Adviser’s Raymond James Financial RJF Stock Holding History

DoubleLine ETF Adviser’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
2024
Q4 		– Sell
-3,129
Closed -$383K – 206
2024
Q3 		$383K Sell
3,129
-212
-6% -$24.8K 0.09% 163
2024
Q2 		$413K Sell
3,341
-111
-3% -$13.7K 0.11% 140
2024
Q1 		$443K Buy
3,452
+347
+11% +$40.4K 0.11% 155
2023
Q4 		$346K Buy
3,105
+209
+7% +$21.5K 0.1% 164
2023
Q3 		$291K Buy
2,896
+138
+5% +$14.6K 0.1% 137
2023
Q2 		$286K Buy
2,758
+320
+13% +$29.7K 0.11% 135
2023
Q1 		$227K Sell
2,438
-295
-11% -$31.3K 0.1% 176
2022
Q4 		$292K Buy
+2,733
New +$307K 0.15% 146

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
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

DoubleLine ETF Adviser's RJF Position: Q4 2024 in Review

DoubleLine ETF Adviser sold out of Raymond James Financial (RJF) in Q4 2024, closing a stake of 3,129 shares — an estimated $383K sold.

DoubleLine ETF Adviser first reported a position in RJF in Q4 2022 and held it in 8 quarters. The position peaked at $443K in Q1 2024. 835 funds tracked by Wall St. Rank hold RJF as of Q4 2024.

  • DoubleLine ETF Adviser reported no remaining Raymond James Financial position as of Q4 2024 after selling out during the quarter.
  • DoubleLine ETF Adviser sold 3,129 Raymond James Financial shares in Q4 2024, an estimated $383K.
  • DoubleLine ETF Adviser first reported a position in Raymond James Financial in Q4 2022 and held it in 8 quarters.
  • DoubleLine ETF Adviser's Raymond James Financial position peaked at $443K in Q1 2024.
  • 835 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2024.

Based on DoubleLine ETF Adviser's 13F filing for Q4 2024, filed 14 Feb 2025.