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

Meridian 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
2019
Q3 		– Sell
-1,694
Closed -$955 – 418
2019
Q2 		$955 Buy
+1,694
New +$96.5K 0.04% 279

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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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Meridian Wealth Management's RJF Position: Q3 2019 in Review

Meridian Wealth Management sold out of Raymond James Financial (RJF) in Q3 2019, closing a stake of 1,694 shares — an estimated $955 sold.

Meridian Wealth Management first reported a position in RJF in Q2 2019 and held it in 1 quarter. The position peaked at $955 in Q2 2019. 473 funds tracked by Wall St. Rank hold RJF as of Q3 2019.

  • Meridian Wealth Management reported no remaining Raymond James Financial position as of Q3 2019 after selling out during the quarter.
  • Meridian Wealth Management sold 1,694 Raymond James Financial shares in Q3 2019, an estimated $955.
  • Meridian Wealth Management first reported a position in Raymond James Financial in Q2 2019 and held it in 1 quarter.
  • Meridian Wealth Management's Raymond James Financial position peaked at $955 in Q2 2019.
  • 473 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.