FinTrust Capital Advisors’s Raymond James Financial RJF Stock Holding History

FinTrust Capital Advisors’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 Q3	$55.4K	Buy	452 +23	+5%	+$2.69K	0.01%	548
2024 Q2	$53K	Hold	429	–	–	0.01%	526
2024 Q1	$55.1K	Buy	429 +137	+47%	+$16K	0.01%	487
2023 Q4	$32.6K	Hold	292	–	–	0.01%	600
2023 Q3	$29.3K	Hold	292	–	–	0.01%	571
2023 Q2	$31.2K	Hold	292	–	–	0.01%	541
2023 Q1	$31.2K	Hold	292	–	–	0.01%	540
2022 Q4	$31.2K	Hold	292	–	–	0.01%	539
2022 Q3	$30K	Hold	292	–	–	0.01%	625
2022 Q2	$28K	Hold	292	–	–	0.01%	650
2022 Q1	$32K	Hold	292	–	–	0.01%	645
2021 Q4	$29K	Hold	292	–	–	0.01%	651
2021 Q3	$27K	Sell	292 -124	-30%	-$11.1K	0.01%	665
2021 Q2	$36K	Hold	416	–	–	0.01%	613
2021 Q1	$34K	Hold	416	–	–	0.01%	596
2020 Q4	$27K	Hold	416	–	–	0.01%	607
2020 Q3	$20	Buy	416 +123	+42%	+$5.95K	﹤0.01%	652
2020 Q2	$13K	Hold	293	–	–	0.01%	689
2020 Q1	$12K	Hold	293	–	–	0.01%	724
2019 Q4	$17K	Hold	293	–	–	0.01%	670
2019 Q3	$16K	Hold	293	–	–	0.01%	686
2019 Q2	$16K	Sell	293 -30	-9%	-$1.71K	0.01%	650
2019 Q1	$18K	Sell	323 -57	-15%	-$3.05K	0.01%	635
2018 Q4	$19K	Buy	+380	New	+$20.2K	0.01%	615

Other funds holding RJF

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

FinTrust Capital Advisors's RJF Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Raymond James Financial (RJF) stake by 5.4% in Q3 2024, buying an estimated $2.69K and bringing the position to 452 shares worth $55.4K. The position accounts for 0.01% of the portfolio, ranked #548.

FinTrust Capital Advisors first reported a position in RJF in Q4 2018 and has held it in 24 quarters since. 762 funds tracked by Wall St. Rank hold RJF as of Q3 2024.

FinTrust Capital Advisors held 452 shares of Raymond James Financial worth $55.4K as of Q3 2024.
FinTrust Capital Advisors bought 23 Raymond James Financial shares in Q3 2024, an estimated $2.69K.
Raymond James Financial made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #548 holding.
FinTrust Capital Advisors first reported a position in Raymond James Financial in Q4 2018 and has held it in 24 quarters since.
762 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.