IUHSA
RJF icon

Itau Unibanco Holding S.A.’s Raymond James Financial RJF Stock Holding History

Itau Unibanco Holding S.A.’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
Q2 		– Sell
-232
Closed -$21.6K – 596
2023
Q1 		$21.6K Buy
+232
New +$24.6K ﹤0.01% 394
2022
Q4 		– Sell
-956
Closed -$94K – 615
2022
Q3 		$94K Buy
+956
New +$96.8K ﹤0.01% 319
2019
Q4 		– Sell
-2,271
Closed -$127K – 964
2019
Q3 		$127K Sell
2,271
-7,440
-77% -$404K 0.01% 195
2019
Q2 		$547K Buy
9,711
+5,625
+138% +$321K 0.03% 243
2019
Q1 		$197K Hold
4,086
– – 0.01% 195
2018
Q4 		$197K Sell
4,086
-3,498
-46% -$186K 0.01% 195
2018
Q3 		$465K Sell
7,584
-1,425
-16% -$87.8K 0.03% 126
2018
Q2 		$535K Sell
9,009
-1,391
-13% -$86.3K 0.06% 98
2018
Q1 		$620K Buy
10,400
+6,348
+157% +$395K ﹤0.01% 183
2017
Q4 		$241K Buy
4,052
+1,998
+97% +$115K 0.01% 253
2017
Q3 		$365K Buy
2,054
+1,874
+1,041% +$101K 0.02% 352
2017
Q2 		$10K Sell
180
-15
-8% -$755 ﹤0.01% 521
2017
Q1 		$10K Buy
+195
New +$9.92K ﹤0.01% 554

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 $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Itau Unibanco Holding S.A.'s RJF Position: Q2 2023 in Review

Itau Unibanco Holding S.A. sold out of Raymond James Financial (RJF) in Q2 2023, closing a stake of 232 shares — an estimated $21.6K sold.

Itau Unibanco Holding S.A. first reported a position in RJF in Q1 2017 and held it in 13 quarters. The position peaked at $620K in Q1 2018. 642 funds tracked by Wall St. Rank hold RJF as of Q2 2023.

  • Itau Unibanco Holding S.A. reported no remaining Raymond James Financial position as of Q2 2023 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 232 Raymond James Financial shares in Q2 2023, an estimated $21.6K.
  • Itau Unibanco Holding S.A. first reported a position in Raymond James Financial in Q1 2017 and held it in 13 quarters.
  • Itau Unibanco Holding S.A.'s Raymond James Financial position peaked at $620K in Q1 2018.
  • 642 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2023, filed 14 Aug 2023.