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Founders Financial Alliance’s Raymond James Financial RJF Stock Holding History

Founders Financial Alliance’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
Q4 		– Sell
-59
Closed -$3K – 1068
2020
Q3 		$3K Buy
+59
New +$2.86K ﹤0.01% 1150

Other funds holding RJF

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Founders Financial Alliance's RJF Position: Q4 2020 in Review

Founders Financial Alliance sold out of Raymond James Financial (RJF) in Q4 2020, closing a stake of 59 shares — an estimated $3K sold.

Founders Financial Alliance first reported a position in RJF in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 533 funds tracked by Wall St. Rank hold RJF as of Q4 2020.

  • Founders Financial Alliance reported no remaining Raymond James Financial position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 59 Raymond James Financial shares in Q4 2020, an estimated $3K.
  • Founders Financial Alliance first reported a position in Raymond James Financial in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Raymond James Financial position peaked at $3K in Q3 2020.
  • 533 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.