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Lake Street Advisors Group’s Raymond James Financial RJF Stock Holding History

Lake Street Advisors Group’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 		$358K Sell
2,304
-90
-4% -$13.6K 0.02% 402
2024
Q3 		$293K Buy
2,394
+147
+7% +$17.2K 0.01% 458
2024
Q2 		$278K Buy
2,247
+30
+1% +$3.7K 0.01% 463
2024
Q1 		$286K Buy
2,217
+32
+1% +$3.73K 0.01% 471
2023
Q4 		$245K Buy
+2,185
New +$225K 0.01% 497

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
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

Lake Street Advisors Group's RJF Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Raymond James Financial (RJF) stake by 3.8% in Q4 2024, selling an estimated $13.6K and leaving 2,304 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #402.

Lake Street Advisors Group first reported a position in RJF in Q4 2023 and has held it in 5 quarters since. 836 funds tracked by Wall St. Rank hold RJF as of Q4 2024.

  • Lake Street Advisors Group held 2,304 shares of Raymond James Financial worth $358K as of Q4 2024.
  • Lake Street Advisors Group sold 90 Raymond James Financial shares in Q4 2024, an estimated $13.6K.
  • Raymond James Financial made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #402 holding.
  • Lake Street Advisors Group first reported a position in Raymond James Financial in Q4 2023 and has held it in 5 quarters since.
  • 836 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.