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Malaga Cove Capital’s Raymond James Financial RJF Stock Holding History

Malaga Cove Capital’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
2023
Q4 		– Sell
-2,989
Closed -$300K – 187
2023
Q3 		$300K Hold
2,989
– – 0.14% 140
2023
Q2 		$310K Hold
2,989
– – 0.14% 132
2023
Q1 		$279K Buy
2,989
+1,004
+51% +$106K 0.14% 136
2022
Q4 		$212K Buy
+1,985
New +$223K 0.12% 149

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Wellington Management Group
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State Street
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Malaga Cove Capital's RJF Position: Q4 2023 in Review

Malaga Cove Capital sold out of Raymond James Financial (RJF) in Q4 2023, closing a stake of 2,989 shares — an estimated $300K sold.

Malaga Cove Capital first reported a position in RJF in Q4 2022 and held it in 4 quarters. The position peaked at $310K in Q2 2023. 716 funds tracked by Wall St. Rank hold RJF as of Q4 2023.

  • Malaga Cove Capital reported no remaining Raymond James Financial position as of Q4 2023 after selling out during the quarter.
  • Malaga Cove Capital sold 2,989 Raymond James Financial shares in Q4 2023, an estimated $300K.
  • Malaga Cove Capital first reported a position in Raymond James Financial in Q4 2022 and held it in 4 quarters.
  • Malaga Cove Capital's Raymond James Financial position peaked at $310K in Q2 2023.
  • 716 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2023.

Based on Malaga Cove Capital's 13F filing for Q4 2023, filed 6 Feb 2024.