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Lenox Wealth Management’s Raymond James Financial RJF Stock Holding History

Lenox Wealth 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
2020
Q1 		– Sell
-84
Closed -$5K – 760
2019
Q4 		$5K Hold
84
– – ﹤0.01% 542
2019
Q3 		$4K Hold
84
– – ﹤0.01% 565
2019
Q2 		$4K Hold
84
– – ﹤0.01% 541
2019
Q1 		$5K Buy
84
+54
+180% +$2.89K ﹤0.01% 523
2018
Q4 		$2K Buy
+30
New +$1.6K ﹤0.01% 564

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Lenox Wealth Management's RJF Position: Q1 2020 in Review

Lenox Wealth Management sold out of Raymond James Financial (RJF) in Q1 2020, closing a stake of 84 shares — an estimated $5K sold.

Lenox Wealth Management first reported a position in RJF in Q4 2018 and held it in 5 quarters. The position peaked at $5K in Q4 2019. 462 funds tracked by Wall St. Rank hold RJF as of Q1 2020.

  • Lenox Wealth Management reported no remaining Raymond James Financial position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Management sold 84 Raymond James Financial shares in Q1 2020, an estimated $5K.
  • Lenox Wealth Management first reported a position in Raymond James Financial in Q4 2018 and held it in 5 quarters.
  • Lenox Wealth Management's Raymond James Financial position peaked at $5K in Q4 2019.
  • 462 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2020.

Based on Lenox Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.