GJWM
RJF icon

Gilliland Jeter Wealth Management’s Raymond James Financial RJF Stock Holding History

Gilliland Jeter Wealth Management’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
-71
Closed -$8.72K – 537
2024
Q3 		$8.72K Sell
71
-6,166
-99% -$720K ﹤0.01% 467
2024
Q2 		$771K Buy
6,237
+96
+2% +$11.8K 0.26% 81
2024
Q1 		$789K Buy
6,141
+94
+2% +$11K 0.27% 80
2023
Q4 		$674K Buy
+6,047
New +$623K 0.28% 87

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

Gilliland Jeter Wealth Management's RJF Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Raymond James Financial (RJF) in Q4 2024, closing a stake of 71 shares — an estimated $8.72K sold.

Gilliland Jeter Wealth Management first reported a position in RJF in Q4 2023 and held it in 4 quarters. The position peaked at $789K in Q1 2024. 835 funds tracked by Wall St. Rank hold RJF as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Raymond James Financial position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 71 Raymond James Financial shares in Q4 2024, an estimated $8.72K.
  • Gilliland Jeter Wealth Management first reported a position in Raymond James Financial in Q4 2023 and held it in 4 quarters.
  • Gilliland Jeter Wealth Management's Raymond James Financial position peaked at $789K in Q1 2024.
  • 835 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.