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Long Island Wealth Management’s Raymond James Financial RJF Stock Holding History

Long Island 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
2024
Q1 		– Sell
-32
Closed -$4K – 326
2023
Q4 		$4K Buy
+32
New +$3.29K ﹤0.01% 295

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Long Island Wealth Management's RJF Position: Q1 2024 in Review

Long Island Wealth Management sold out of Raymond James Financial (RJF) in Q1 2024, closing a stake of 32 shares — an estimated $4K sold.

Long Island Wealth Management first reported a position in RJF in Q4 2023 and held it in 1 quarter. The position peaked at $4K in Q4 2023. 727 funds tracked by Wall St. Rank hold RJF as of Q1 2024.

  • Long Island Wealth Management reported no remaining Raymond James Financial position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 32 Raymond James Financial shares in Q1 2024, an estimated $4K.
  • Long Island Wealth Management first reported a position in Raymond James Financial in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Raymond James Financial position peaked at $4K in Q4 2023.
  • 727 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.