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

Lionsbridge 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
-9
Closed – – 254
2019
Q4 		$0 Buy
+9
New +$519 ﹤0.01% 325

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

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

Lionsbridge Wealth Management sold out of Raymond James Financial (RJF) in Q1 2020, closing a stake of 9 shares.

Lionsbridge Wealth Management first reported a position in RJF in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 462 funds tracked by Wall St. Rank hold RJF as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining Raymond James Financial position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 9 Raymond James Financial shares in Q1 2020.
  • Lionsbridge Wealth Management first reported a position in Raymond James Financial in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Raymond James Financial position peaked at $0 in Q4 2019.
  • 462 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.