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GYL Financial Synergies’s Raymond James Financial RJF Stock Holding History

GYL Financial Synergies’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 		$2.57M Sell
20,969
-288
-1% -$33.6K 0.19% 106
2024
Q2 		$2.63M Sell
21,257
-144
-0.7% -$17.8K 0.2% 103
2024
Q1 		$2.75M Buy
21,401
+124
+0.6% +$14.4K 0.22% 98
2023
Q4 		$2.37M Buy
21,277
+628
+3% +$64.7K 0.2% 107
2023
Q3 		$2.07M Sell
20,649
-334
-2% -$35.3K 0.2% 107
2023
Q2 		$2.18M Buy
+20,983
New +$1.95M 0.2% 103

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

GYL Financial Synergies's RJF Position: Q3 2024 in Review

GYL Financial Synergies reduced its Raymond James Financial (RJF) stake by 1.4% in Q3 2024, selling an estimated $33.6K and leaving 20,969 shares worth $2.57M. The position accounts for 0.19% of the portfolio, ranked #106.

GYL Financial Synergies first reported a position in RJF in Q2 2023 and has held it in 6 quarters since. The position peaked at $2.75M in Q1 2024. 764 funds tracked by Wall St. Rank hold RJF as of Q3 2024.

  • GYL Financial Synergies held 20,969 shares of Raymond James Financial worth $2.57M as of Q3 2024.
  • GYL Financial Synergies sold 288 Raymond James Financial shares in Q3 2024, an estimated $33.6K.
  • Raymond James Financial made up 0.19% of GYL Financial Synergies's portfolio in Q3 2024, its #106 holding.
  • GYL Financial Synergies first reported a position in Raymond James Financial in Q2 2023 and has held it in 6 quarters since.
  • GYL Financial Synergies's Raymond James Financial position peaked at $2.75M in Q1 2024.
  • 764 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.