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

Liberty 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
2021
Q4 		– Sell
-64
Closed -$6K – 890
2021
Q3 		$6K Buy
64
+32
+100% +$2.87K ﹤0.01% 924
2021
Q2 		$3K Hold
32
– – ﹤0.01% 878
2021
Q1 		$2K Hold
32
– – ﹤0.01% 832
2020
Q4 		$2K Buy
+32
New +$1.83K ﹤0.01% 829

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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

Liberty Wealth Management's RJF Position: Q4 2021 in Review

Liberty Wealth Management sold out of Raymond James Financial (RJF) in Q4 2021, closing a stake of 64 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in RJF in Q4 2020 and held it in 4 quarters. The position peaked at $6K in Q3 2021. 637 funds tracked by Wall St. Rank hold RJF as of Q4 2021.

  • Liberty Wealth Management reported no remaining Raymond James Financial position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 64 Raymond James Financial shares in Q4 2021, an estimated $6K.
  • Liberty Wealth Management first reported a position in Raymond James Financial in Q4 2020 and held it in 4 quarters.
  • Liberty Wealth Management's Raymond James Financial position peaked at $6K in Q3 2021.
  • 637 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.