MWM
RJF icon

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

Modera 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
2022
Q1 		– Sell
-4,552
Closed -$457K – 539
2021
Q4 		$457K Buy
+4,552
New +$450K 0.02% 300
2021
Q2 		– Sell
-2,667
Closed -$218K – 247
2021
Q1 		$218K Buy
+2,667
New +$199K 0.01% 210

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Modera Wealth Management's RJF Position: Q1 2022 in Review

Modera Wealth Management sold out of Raymond James Financial (RJF) in Q1 2022, closing a stake of 4,552 shares — an estimated $457K sold.

Modera Wealth Management first reported a position in RJF in Q1 2021 and held it in 2 quarters. The position peaked at $457K in Q4 2021. 661 funds tracked by Wall St. Rank hold RJF as of Q1 2022.

  • Modera Wealth Management reported no remaining Raymond James Financial position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 4,552 Raymond James Financial shares in Q1 2022, an estimated $457K.
  • Modera Wealth Management first reported a position in Raymond James Financial in Q1 2021 and held it in 2 quarters.
  • Modera Wealth Management's Raymond James Financial position peaked at $457K in Q4 2021.
  • 661 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.