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HighMark Wealth Management’s Raymond James Financial RJF Stock Holding History

HighMark 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
2021
Q2 		– Sell
-51
Closed -$4K – 526
2021
Q1 		$4K Sell
51
-77
-60% -$5.74K ﹤0.01% 369
2020
Q4 		$8K Hold
128
– – 0.01% 274
2020
Q3 		$6K Hold
128
– – 0.01% 300
2020
Q2 		$6K Sell
128
-54
-30% -$2.43K 0.01% 292
2020
Q1 		$7K Sell
182
-15
-8% -$846 0.01% 188
2019
Q4 		$11K Buy
+197
New +$11.4K 0.01% 200

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

HighMark Wealth Management's RJF Position: Q2 2021 in Review

HighMark Wealth Management sold out of Raymond James Financial (RJF) in Q2 2021, closing a stake of 51 shares — an estimated $4K sold.

HighMark Wealth Management first reported a position in RJF in Q4 2019 and held it in 6 quarters. The position peaked at $11K in Q4 2019. 563 funds tracked by Wall St. Rank hold RJF as of Q2 2021.

  • HighMark Wealth Management reported no remaining Raymond James Financial position as of Q2 2021 after selling out during the quarter.
  • HighMark Wealth Management sold 51 Raymond James Financial shares in Q2 2021, an estimated $4K.
  • HighMark Wealth Management first reported a position in Raymond James Financial in Q4 2019 and held it in 6 quarters.
  • HighMark Wealth Management's Raymond James Financial position peaked at $11K in Q4 2019.
  • 563 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2021.

Based on HighMark Wealth Management's 13F filing for Q2 2021, filed 2 Aug 2021.