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MPS Loria Financial Planners’s Raymond James Financial RJF Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-11
Closed – – 468
2021
Q1 		$0 Hold
11
– – ﹤0.01% 630
2020
Q4 		$1K Buy
+11
New +$630 ﹤0.01% 574

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

MPS Loria Financial Planners's RJF Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Raymond James Financial (RJF) in Q2 2021, closing a stake of 11 shares.

MPS Loria Financial Planners first reported a position in RJF in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2020. 564 funds tracked by Wall St. Rank hold RJF as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Raymond James Financial position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 11 Raymond James Financial shares in Q2 2021.
  • MPS Loria Financial Planners first reported a position in Raymond James Financial in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Raymond James Financial position peaked at $1K in Q4 2020.
  • 564 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.