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Matthew Hamilton Rosenberg’s Raymond James Financial RJF Stock Holding History

Matthew Hamilton Rosenberg’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
Q4 		– Sell
-3
Closed -$367 – 851
2024
Q3 		$367 Hold
3
– – ﹤0.01% 806
2024
Q2 		$370 Hold
3
– – ﹤0.01% 772
2024
Q1 		$386 Hold
3
– – ﹤0.01% 810
2023
Q4 		$335 Hold
3
– – ﹤0.01% 839
2023
Q3 		$301 Hold
3
– – ﹤0.01% 844
2023
Q2 		$311 Hold
3
– – ﹤0.01% 865
2023
Q1 		$280 Hold
3
– – ﹤0.01% 904
2022
Q4 		$321 Buy
+3
New +$337 ﹤0.01% 891

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Matthew Hamilton Rosenberg's RJF Position: Q4 2024 in Review

Matthew Hamilton Rosenberg sold out of Raymond James Financial (RJF) in Q4 2024, closing a stake of 3 shares — an estimated $367 sold.

Matthew Hamilton Rosenberg first reported a position in RJF in Q4 2022 and held it in 8 quarters. The position peaked at $386 in Q1 2024. 835 funds tracked by Wall St. Rank hold RJF as of Q4 2024.

  • Matthew Hamilton Rosenberg reported no remaining Raymond James Financial position as of Q4 2024 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 3 Raymond James Financial shares in Q4 2024, an estimated $367.
  • Matthew Hamilton Rosenberg first reported a position in Raymond James Financial in Q4 2022 and held it in 8 quarters.
  • Matthew Hamilton Rosenberg's Raymond James Financial position peaked at $386 in Q1 2024.
  • 835 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2024.

Based on Matthew Hamilton Rosenberg's 13F filing for Q4 2024, filed 14 Jan 2025.