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HST Ventures’s Raymond James Financial RJF Stock Holding History

HST Ventures’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 		$1.96M Sell
15,992
-7,444
-32% -$869K 0.54% 37
2024
Q2 		$2.9M Buy
+23,436
New +$2.89M 1.31% 25

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

HST Ventures's RJF Position: Q3 2024 in Review

HST Ventures reduced its Raymond James Financial (RJF) stake by 32% in Q3 2024, selling an estimated $869K and leaving 15,992 shares worth $1.96M. The position accounts for 0.54% of the portfolio, ranked #37.

HST Ventures first reported a position in RJF in Q2 2024 and has held it in 2 quarters since. The position peaked at $2.9M in Q2 2024. 762 funds tracked by Wall St. Rank hold RJF as of Q3 2024.

  • HST Ventures held 15,992 shares of Raymond James Financial worth $1.96M as of Q3 2024.
  • HST Ventures sold 7,444 Raymond James Financial shares in Q3 2024, an estimated $869K.
  • Raymond James Financial made up 0.54% of HST Ventures's portfolio in Q3 2024, its #37 holding.
  • HST Ventures first reported a position in Raymond James Financial in Q2 2024 and has held it in 2 quarters since.
  • HST Ventures's Raymond James Financial position peaked at $2.9M in Q2 2024.
  • 762 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2024.

Based on HST Ventures's 13F filing for Q3 2024, filed 14 Nov 2024.