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Lion Street Advisors’s Raymond James Financial RJF Stock Holding History

Lion Street 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
2020
Q2 		– Sell
-192
Closed -$8K – 321
2020
Q1 		$8K Buy
+192
New +$10.8K 0.04% 192

Other funds holding RJF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Lion Street Advisors's RJF Position: Q2 2020 in Review

Lion Street Advisors sold out of Raymond James Financial (RJF) in Q2 2020, closing a stake of 192 shares — an estimated $8K sold.

Lion Street Advisors first reported a position in RJF in Q1 2020 and held it in 1 quarter. The position peaked at $8K in Q1 2020. 485 funds tracked by Wall St. Rank hold RJF as of Q2 2020.

  • Lion Street Advisors reported no remaining Raymond James Financial position as of Q2 2020 after selling out during the quarter.
  • Lion Street Advisors sold 192 Raymond James Financial shares in Q2 2020, an estimated $8K.
  • Lion Street Advisors first reported a position in Raymond James Financial in Q1 2020 and held it in 1 quarter.
  • Lion Street Advisors's Raymond James Financial position peaked at $8K in Q1 2020.
  • 485 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2020.

Based on Lion Street Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.