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Horizon Family Wealth’s Raymond James Financial RJF Stock Holding History

Horizon Family Wealth’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
2023
Q4 		– Sell
-2,448
Closed -$246K – 71
2023
Q3 		$246K Buy
2,448
+217
+10% +$23K 0.24% 54
2023
Q2 		$232K Buy
2,231
+10
+0.5% +$928 0.22% 58
2023
Q1 		$207K Buy
2,221
+8
+0.4% +$847 0.22% 56
2022
Q4 		$236K Buy
2,213
+7
+0.3% +$786 0.27% 49
2022
Q3 		$218K Buy
+2,206
New +$223K 0.27% 49
2022
Q2 		– Sell
-2,196
Closed -$241K – 58
2022
Q1 		$241K Buy
+2,196
New +$233K 0.24% 53

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Horizon Family Wealth's RJF Position: Q4 2023 in Review

Horizon Family Wealth sold out of Raymond James Financial (RJF) in Q4 2023, closing a stake of 2,448 shares — an estimated $246K sold.

Horizon Family Wealth first reported a position in RJF in Q1 2022 and held it in 6 quarters. The position peaked at $246K in Q3 2023. 716 funds tracked by Wall St. Rank hold RJF as of Q4 2023.

  • Horizon Family Wealth reported no remaining Raymond James Financial position as of Q4 2023 after selling out during the quarter.
  • Horizon Family Wealth sold 2,448 Raymond James Financial shares in Q4 2023, an estimated $246K.
  • Horizon Family Wealth first reported a position in Raymond James Financial in Q1 2022 and held it in 6 quarters.
  • Horizon Family Wealth's Raymond James Financial position peaked at $246K in Q3 2023.
  • 716 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2023.

Based on Horizon Family Wealth's 13F filing for Q4 2023, filed 8 Feb 2024.