Duality Advisers’s Raymond James Financial RJF Stock Holding History

Duality Advisers’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 Q1	–	Sell	-2,927	Closed	-$326K	–	721
2023 Q4	$326K	Buy	+2,927	New	+$301K	0.03%	490
2023 Q1	–	Sell	-22,276	Closed	-$2.38M	–	732
2022 Q4	$2.38M	Buy	22,276 +11,824	+113%	+$1.33M	0.27%	113
2022 Q3	$1.03M	Buy	10,452 +5,599	+115%	+$567K	0.11%	306
2022 Q2	$434K	Buy	+4,853	New	+$476K	0.04%	485
2021 Q3	–	Sell	-18,356	Closed	-$1.59M	–	682
2021 Q2	$1.59M	Buy	+18,356	New	+$1.6M	0.14%	250
2020 Q1	–	Sell	-21,278	Closed	-$1.27M	–	270
2019 Q4	$1.27M	Buy	+21,278	New	+$1.23M	0.08%	245
2019 Q2	–	Sell	-25,425	Closed	-$1.36M	–	279
2019 Q1	$1.36M	Buy	+25,425	New	+$1.36M	0.08%	176

Other funds holding RJF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Duality Advisers's RJF Position: Q1 2024 in Review

Duality Advisers sold out of Raymond James Financial (RJF) in Q1 2024, closing a stake of 2,927 shares — an estimated $326K sold.

Duality Advisers first reported a position in RJF in Q1 2019 and held it in 7 quarters. The position peaked at $2.38M in Q4 2022. 729 funds tracked by Wall St. Rank hold RJF as of Q1 2024.

Duality Advisers reported no remaining Raymond James Financial position as of Q1 2024 after selling out during the quarter.
Duality Advisers sold 2,927 Raymond James Financial shares in Q1 2024, an estimated $326K.
Duality Advisers first reported a position in Raymond James Financial in Q1 2019 and held it in 7 quarters.
Duality Advisers's Raymond James Financial position peaked at $2.38M in Q4 2022.
729 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2024.

Based on Duality Advisers's 13F filing for Q1 2024, filed 6 May 2024.