Financial Architects (New Jersey)’s Raymond James Financial RJF Stock Holding History

Financial Architects (New Jersey)’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
2020 Q2	–	Sell	-23	Closed	-$1K	–	896
2020 Q1	$1K	Hold	23	–	–	﹤0.01%	823
2019 Q4	$1K	Hold	23	–	–	﹤0.01%	882
2019 Q3	$1K	Hold	23	–	–	﹤0.01%	965
2019 Q2	$1K	Sell	23 -621	-96%	-$35.4K	﹤0.01%	1158
2019 Q1	$34K	Sell	644 -4	-0.6%	-$214	0.01%	727
2018 Q4	$32K	Hold	648	–	–	0.01%	664
2018 Q3	$39K	Sell	648 -15	-2%	-$924	0.01%	710
2018 Q2	$39K	Sell	663 -740	-53%	-$45.9K	0.01%	635
2018 Q1	$84K	Buy	1,403 +713	+103%	+$44.4K	0.02%	491
2017 Q4	$41K	Hold	690	–	–	0.01%	745
2017 Q3	$39K	Sell	690 -15	-2%	-$809	0.01%	760
2017 Q2	$38K	Buy	705 +85	+14%	+$4.28K	0.01%	767
2017 Q1	$31K	Sell	620 -85	-12%	-$4.33K	0.01%	810
2016 Q4	$33K	Sell	705 -6	-0.8%	-$265	0.01%	699
2016 Q3	$28K	Hold	711	–	–	0.01%	755
2016 Q2	$23K	Buy	+711	New	+$24.3K	0.01%	744

Other funds holding RJF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Financial Architects (New Jersey)'s RJF Position: Q2 2020 in Review

Financial Architects (New Jersey) sold out of Raymond James Financial (RJF) in Q2 2020, closing a stake of 23 shares — an estimated $1K sold.

Financial Architects (New Jersey) first reported a position in RJF in Q2 2016 and held it in 16 quarters. The position peaked at $84K in Q1 2018. 485 funds tracked by Wall St. Rank hold RJF as of Q2 2020.

Financial Architects (New Jersey) reported no remaining Raymond James Financial position as of Q2 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 23 Raymond James Financial shares in Q2 2020, an estimated $1K.
Financial Architects (New Jersey) first reported a position in Raymond James Financial in Q2 2016 and held it in 16 quarters.
Financial Architects (New Jersey)'s Raymond James Financial position peaked at $84K in Q1 2018.
485 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2020, filed 11 Aug 2020.