GW
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GW & Wade’s Raymond James Financial RJF Stock Holding History

GW & Wade’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
Q3 		– Sell
-6,882
Closed -$316K – 250
2020
Q2 		$316K Buy
6,882
+34
+0.5% +$1.53K 0.03% 184
2020
Q1 		$289K Sell
6,848
-297
-4% -$16.8K 0.03% 174
2019
Q4 		$426K Sell
7,145
-279
-4% -$16.1K 0.03% 165
2019
Q3 		$408K Sell
7,424
-78
-1% -$4.24K 0.03% 160
2019
Q2 		$423K Buy
7,502
+17
+0.2% +$969 0.04% 158
2019
Q1 		$401K Buy
+7,485
New +$401K 0.04% 161

Other funds holding RJF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

GW & Wade's RJF Position: Q3 2020 in Review

GW & Wade sold out of Raymond James Financial (RJF) in Q3 2020, closing a stake of 6,882 shares — an estimated $316K sold.

GW & Wade first reported a position in RJF in Q1 2019 and held it in 6 quarters. The position peaked at $426K in Q4 2019. 474 funds tracked by Wall St. Rank hold RJF as of Q3 2020.

  • GW & Wade reported no remaining Raymond James Financial position as of Q3 2020 after selling out during the quarter.
  • GW & Wade sold 6,882 Raymond James Financial shares in Q3 2020, an estimated $316K.
  • GW & Wade first reported a position in Raymond James Financial in Q1 2019 and held it in 6 quarters.
  • GW & Wade's Raymond James Financial position peaked at $426K in Q4 2019.
  • 474 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2020.

Based on GW & Wade's 13F filing for Q3 2020, filed 9 Nov 2020.