Global Wealth Management Investment Advisory’s Raymond James Financial RJF Stock Holding History

Global Wealth Management Investment Advisory’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	-75	Closed	-$8.36K	–	367
2023 Q4	$8.36K	Hold	75	–	–	﹤0.01%	301
2023 Q3	$7.53K	Hold	75	–	–	﹤0.01%	305
2023 Q2	$7.78K	Buy	+75	New	+$6.96K	﹤0.01%	309
2022 Q3	–	Sell	-75	Closed	-$7K	–	397
2022 Q2	$7K	Hold	75	–	–	﹤0.01%	317
2022 Q1	$8K	Hold	75	–	–	﹤0.01%	336
2021 Q4	$8K	Hold	75	–	–	﹤0.01%	328
2021 Q3	$7K	Hold	75	–	–	﹤0.01%	344
2021 Q2	$6K	Hold	75	–	–	﹤0.01%	334
2021 Q1	$6K	Hold	75	–	–	﹤0.01%	347
2020 Q4	$5K	Hold	75	–	–	﹤0.01%	337
2020 Q3	$4K	Hold	75	–	–	﹤0.01%	349
2020 Q2	$3K	Hold	75	–	–	﹤0.01%	489
2020 Q1	$3K	Hold	75	–	–	﹤0.01%	482
2019 Q4	$4K	Hold	75	–	–	﹤0.01%	464
2019 Q3	$4K	Hold	75	–	–	﹤0.01%	436
2019 Q2	$4K	Hold	75	–	–	﹤0.01%	474
2019 Q1	$4K	Hold	75	–	–	﹤0.01%	477
2018 Q4	$4K	Buy	+75	New	+$4K	﹤0.01%	520

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Global Wealth Management Investment Advisory's RJF Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Raymond James Financial (RJF) in Q1 2024, closing a stake of 75 shares — an estimated $8.36K sold.

Global Wealth Management Investment Advisory first reported a position in RJF in Q4 2018 and held it in 18 quarters. The position peaked at $8.36K in Q4 2023. 728 funds tracked by Wall St. Rank hold RJF as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Raymond James Financial position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 75 Raymond James Financial shares in Q1 2024, an estimated $8.36K.
Global Wealth Management Investment Advisory first reported a position in Raymond James Financial in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's Raymond James Financial position peaked at $8.36K in Q4 2023.
728 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.