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Harvest Group Wealth Management’s Raymond James Financial RJF Stock Holding History

Harvest Group 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
2019
Q2 		– Sell
-123
Closed -$7K – 976
2019
Q1 		$7K Buy
+123
New +$6.59K 0.01% 320

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Harvest Group Wealth Management's RJF Position: Q2 2019 in Review

Harvest Group Wealth Management sold out of Raymond James Financial (RJF) in Q2 2019, closing a stake of 123 shares — an estimated $7K sold.

Harvest Group Wealth Management first reported a position in RJF in Q1 2019 and held it in 1 quarter. The position peaked at $7K in Q1 2019. 499 funds tracked by Wall St. Rank hold RJF as of Q2 2019.

  • Harvest Group Wealth Management reported no remaining Raymond James Financial position as of Q2 2019 after selling out during the quarter.
  • Harvest Group Wealth Management sold 123 Raymond James Financial shares in Q2 2019, an estimated $7K.
  • Harvest Group Wealth Management first reported a position in Raymond James Financial in Q1 2019 and held it in 1 quarter.
  • Harvest Group Wealth Management's Raymond James Financial position peaked at $7K in Q1 2019.
  • 499 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2019.

Based on Harvest Group Wealth Management's 13F filing for Q2 2019, filed 31 Jul 2019.