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Nalls Sherbakoff Group’s Raymond James Financial RJF Stock Holding History

Nalls Sherbakoff Group’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
2023
Q4 		$2.01K Hold
18
– – ﹤0.01% 351
2023
Q3 		$1.81K Hold
18
– – ﹤0.01% 358
2023
Q2 		$1.63K Hold
18
– – ﹤0.01% 380
2023
Q1 		$1.66K Buy
+18
New +$1.91K ﹤0.01% 394

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

Nalls Sherbakoff Group's RJF Position: Q4 2023 in Review

Nalls Sherbakoff Group held its Raymond James Financial (RJF) position steady in Q4 2023 at 18 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Nalls Sherbakoff Group first reported a position in RJF in Q1 2023 and has held it in 4 quarters since. 716 funds tracked by Wall St. Rank hold RJF as of Q4 2023.

  • Nalls Sherbakoff Group held 18 shares of Raymond James Financial worth $2.01K as of Q4 2023.
  • Nalls Sherbakoff Group left its Raymond James Financial share count unchanged in Q4 2023.
  • Raymond James Financial made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q4 2023, its #351 holding.
  • Nalls Sherbakoff Group first reported a position in Raymond James Financial in Q1 2023 and has held it in 4 quarters since.
  • 716 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2023.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2023, filed 9 Apr 2024.