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Mutual Advisors’s Raymond James Financial RJF Stock Holding History

Mutual Advisors’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
-10,319
Closed -$843K – 846
2021
Q1 		$843K Sell
10,319
-600
-5% -$44.7K 0.06% 364
2020
Q4 		$696K Sell
10,919
-900
-8% -$51.5K 0.05% 396
2020
Q3 		$573K Buy
11,819
+750
+7% +$36.3K 0.05% 395
2020
Q2 		$508K Buy
11,069
+900
+9% +$40.5K 0.05% 378
2020
Q1 		$428K Buy
10,169
+150
+1% +$8.46K 0.06% 319
2019
Q4 		$598K Buy
10,019
+884
+10% +$51K 0.06% 309
2019
Q3 		$502K Hold
9,135
– – 0.07% 308
2019
Q2 		$515K Buy
9,135
+34
+0.4% +$1.94K 0.07% 327
2019
Q1 		$488K Sell
9,101
-300
-3% -$16.1K 0.07% 279
2018
Q4 		$466K Buy
9,401
+600
+7% +$32K 0.09% 243
2018
Q3 		$540K Hold
8,801
– – 0.08% 270
2018
Q2 		$524K Hold
8,801
– – 0.12% 236
2018
Q1 		$525K Buy
8,801
+600
+7% +$37.3K 0.13% 229
2017
Q4 		$488K Buy
+8,201
New +$473K 0.18% 155

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Mutual Advisors's RJF Position: Q2 2021 in Review

Mutual Advisors sold out of Raymond James Financial (RJF) in Q2 2021, closing a stake of 10,319 shares — an estimated $843K sold.

Mutual Advisors first reported a position in RJF in Q4 2017 and held it in 14 quarters. The position peaked at $843K in Q1 2021. 563 funds tracked by Wall St. Rank hold RJF as of Q2 2021.

  • Mutual Advisors reported no remaining Raymond James Financial position as of Q2 2021 after selling out during the quarter.
  • Mutual Advisors sold 10,319 Raymond James Financial shares in Q2 2021, an estimated $843K.
  • Mutual Advisors first reported a position in Raymond James Financial in Q4 2017 and held it in 14 quarters.
  • Mutual Advisors's Raymond James Financial position peaked at $843K in Q1 2021.
  • 563 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2021.

Based on Mutual Advisors's 13F filing for Q2 2021, filed 12 Aug 2021.