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Hillcrest Wealth Advisors’s Raymond James Financial RJF Stock Holding History

Hillcrest Wealth Advisors’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
Q4 		– Sell
-7,500
Closed -$364K – 57
2020
Q3 		$364K Buy
+7,500
New +$363K 0.26% 43

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

Hillcrest Wealth Advisors's RJF Position: Q4 2020 in Review

Hillcrest Wealth Advisors sold out of Raymond James Financial (RJF) in Q4 2020, closing a stake of 7,500 shares — an estimated $364K sold.

Hillcrest Wealth Advisors first reported a position in RJF in Q3 2020 and held it in 1 quarter. The position peaked at $364K in Q3 2020. 533 funds tracked by Wall St. Rank hold RJF as of Q4 2020.

  • Hillcrest Wealth Advisors reported no remaining Raymond James Financial position as of Q4 2020 after selling out during the quarter.
  • Hillcrest Wealth Advisors sold 7,500 Raymond James Financial shares in Q4 2020, an estimated $364K.
  • Hillcrest Wealth Advisors first reported a position in Raymond James Financial in Q3 2020 and held it in 1 quarter.
  • Hillcrest Wealth Advisors's Raymond James Financial position peaked at $364K in Q3 2020.
  • 533 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2020.

Based on Hillcrest Wealth Advisors's 13F filing for Q4 2020, filed 3 Feb 2021.