JCIA
RJF icon

Jackson Creek Investment Advisors’s Raymond James Financial RJF Stock Holding History

Jackson Creek Investment 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
2023
Q4 		– Sell
-3,603
Closed -$362K – 355
2023
Q3 		$362K Sell
3,603
-228
-6% -$24.1K 0.15% 263
2023
Q2 		$398K Sell
3,831
-718
-16% -$66.7K 0.16% 262
2023
Q1 		$424K Hold
4,549
– – 0.18% 261
2022
Q4 		$486K Sell
4,549
-1,614
-26% -$181K 0.22% 239
2022
Q3 		$609K Buy
6,163
+35
+0.6% +$3.54K 0.29% 193
2022
Q2 		$603K Sell
6,128
-6,367
-51% -$624K 0.24% 205
2022
Q1 		$1.37M Sell
12,495
-453
-3% -$48K 0.5% 26
2021
Q4 		$1.3M Sell
12,948
-187
-1% -$18.5K 0.47% 48
2021
Q3 		$1.21M Sell
13,135
-443
-3% -$39.7K 0.45% 62
2021
Q2 		$1.18M Sell
13,578
-3,704
-21% -$322K 0.44% 72
2021
Q1 		$1.41M Buy
17,282
+5,490
+47% +$409K 0.49% 29
2020
Q4 		$752K Buy
+11,792
New +$675K 0.29% 188

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Jackson Creek Investment Advisors's RJF Position: Q4 2023 in Review

Jackson Creek Investment Advisors sold out of Raymond James Financial (RJF) in Q4 2023, closing a stake of 3,603 shares — an estimated $362K sold.

Jackson Creek Investment Advisors first reported a position in RJF in Q4 2020 and held it in 12 quarters. The position peaked at $1.41M in Q1 2021. 718 funds tracked by Wall St. Rank hold RJF as of Q4 2023.

  • Jackson Creek Investment Advisors reported no remaining Raymond James Financial position as of Q4 2023 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 3,603 Raymond James Financial shares in Q4 2023, an estimated $362K.
  • Jackson Creek Investment Advisors first reported a position in Raymond James Financial in Q4 2020 and held it in 12 quarters.
  • Jackson Creek Investment Advisors's Raymond James Financial position peaked at $1.41M in Q1 2021.
  • 718 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2023.

Based on Jackson Creek Investment Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.