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J.W. Coons Advisors’s Raymond James Financial RJF Stock Holding History

J.W. Coons 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
2024
Q4 		– Sell
-1,715
Closed -$210K – 248
2024
Q3 		$210K Sell
1,715
-157
-8% -$18.3K 0.05% 235
2024
Q2 		$231K Buy
+1,872
New +$231K 0.06% 215
2023
Q1 		– Sell
-6,856
Closed -$733K – 241
2022
Q4 		$733K Buy
6,856
+75
+1% +$8.42K 0.22% 108
2022
Q3 		$670K Buy
6,781
+490
+8% +$49.6K 0.25% 108
2022
Q2 		$561K Sell
6,291
-782
-11% -$76.6K 0.2% 128
2022
Q1 		$777K Sell
7,073
-1,440
-17% -$153K 0.23% 116
2021
Q4 		$856K Buy
8,513
+2,957
+53% +$292K 0.26% 103
2021
Q3 		$515K Buy
5,556
+2,040
+58% +$183K 0.18% 138
2021
Q2 		$304K Sell
3,516
-59
-2% -$5.14K 0.11% 172
2021
Q1 		$292K Buy
3,575
+311
+10% +$23.2K 0.1% 175
2020
Q4 		$209K Buy
+3,264
New +$187K 0.08% 196
2020
Q3 		– Sell
-5,372
Closed -$247K – 201
2020
Q2 		$247K Sell
5,372
-2,010
-27% -$90.5K 0.11% 167
2020
Q1 		$308K Buy
+7,382
New +$416K 0.16% 146

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

J.W. Coons Advisors's RJF Position: Q4 2024 in Review

J.W. Coons Advisors sold out of Raymond James Financial (RJF) in Q4 2024, closing a stake of 1,715 shares — an estimated $210K sold.

J.W. Coons Advisors first reported a position in RJF in Q1 2020 and held it in 13 quarters. The position peaked at $856K in Q4 2021. 835 funds tracked by Wall St. Rank hold RJF as of Q4 2024.

  • J.W. Coons Advisors reported no remaining Raymond James Financial position as of Q4 2024 after selling out during the quarter.
  • J.W. Coons Advisors sold 1,715 Raymond James Financial shares in Q4 2024, an estimated $210K.
  • J.W. Coons Advisors first reported a position in Raymond James Financial in Q1 2020 and held it in 13 quarters.
  • J.W. Coons Advisors's Raymond James Financial position peaked at $856K in Q4 2021.
  • 835 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2024.

Based on J.W. Coons Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.