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Industrial Alliance Investment Management’s Raymond James Financial RJF Stock Holding History

Industrial Alliance Investment 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
2023
Q3 		– Sell
-2,680
Closed -$278K – 132
2023
Q2 		$278K Hold
2,680
– – 0.15% 63
2023
Q1 		$250K Sell
2,680
-42,420
-94% -$4.49M 0.01% 430
2022
Q4 		$4.82M Buy
45,100
+210
+0.5% +$23.6K 0.13% 145
2022
Q3 		$4.44M Buy
44,890
+7,930
+21% +$803K 0.13% 149
2022
Q2 		$3.31M Buy
36,960
+30,187
+446% +$2.96M 0.09% 179
2022
Q1 		$744K Sell
6,773
-2,550
-27% -$270K 0.02% 290
2021
Q4 		$936K Buy
+9,323
New +$921K 0.02% 271

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Industrial Alliance Investment Management's RJF Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of Raymond James Financial (RJF) in Q3 2023, closing a stake of 2,680 shares — an estimated $278K sold.

Industrial Alliance Investment Management first reported a position in RJF in Q4 2021 and held it in 7 quarters. The position peaked at $4.82M in Q4 2022. 655 funds tracked by Wall St. Rank hold RJF as of Q3 2023.

  • Industrial Alliance Investment Management reported no remaining Raymond James Financial position as of Q3 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 2,680 Raymond James Financial shares in Q3 2023, an estimated $278K.
  • Industrial Alliance Investment Management first reported a position in Raymond James Financial in Q4 2021 and held it in 7 quarters.
  • Industrial Alliance Investment Management's Raymond James Financial position peaked at $4.82M in Q4 2022.
  • 655 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.