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IndexIQ Advisors’s Raymond James Financial RJF Stock Holding History

IndexIQ 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
2022
Q1 		$401K Buy
3,656
+574
+19% +$60.8K 0.01% 671
2021
Q4 		$309K Sell
3,082
-120
-4% -$11.9K 0.01% 930
2021
Q3 		$295K Buy
3,202
+143
+5% +$12.8K 0.01% 987
2021
Q2 		$265K Buy
3,059
+123
+4% +$10.7K 0.01% 998
2021
Q1 		$240K Buy
2,936
+369
+14% +$27.5K 0.01% 991
2020
Q4 		$164K Buy
2,567
+1,202
+88% +$68.8K 0.01% 958
2020
Q3 		$66K Buy
1,365
+813
+147% +$39.4K ﹤0.01% 971
2020
Q2 		$25K Buy
552
+487
+749% +$21.9K ﹤0.01% 1002
2020
Q1 		$3K Sell
65
-3
-4% -$169 ﹤0.01% 942
2019
Q4 		$4K Buy
+68
New +$3.92K ﹤0.01% 758

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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IndexIQ Advisors's RJF Position: Q1 2022 in Review

IndexIQ Advisors increased its Raymond James Financial (RJF) stake by 19% in Q1 2022, buying an estimated $60.8K and bringing the position to 3,656 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #671.

IndexIQ Advisors first reported a position in RJF in Q4 2019 and has held it in 10 quarters since. 661 funds tracked by Wall St. Rank hold RJF as of Q1 2022.

  • IndexIQ Advisors held 3,656 shares of Raymond James Financial worth $401K as of Q1 2022.
  • IndexIQ Advisors bought 574 Raymond James Financial shares in Q1 2022, an estimated $60.8K.
  • Raymond James Financial made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #671 holding.
  • IndexIQ Advisors first reported a position in Raymond James Financial in Q4 2019 and has held it in 10 quarters since.
  • 661 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.