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Naples Money Management’s Raymond James Financial RJF Stock Holding History

Naples Money 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
2024
Q3 		$21.3K Hold
174
– – 0.02% 128
2024
Q2 		$21.4K Hold
174
– – 0.02% 122
2024
Q1 		$22.3K Hold
174
– – 0.02% 124
2023
Q4 		$19.4K Buy
+174
New +$17.9K 0.02% 140

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Naples Money Management's RJF Position: Q3 2024 in Review

Naples Money Management held its Raymond James Financial (RJF) position steady in Q3 2024 at 174 shares worth $21.3K. The position accounts for 0.02% of the portfolio, ranked #128.

Naples Money Management first reported a position in RJF in Q4 2023 and has held it in 4 quarters since. The position peaked at $22.3K in Q1 2024. 763 funds tracked by Wall St. Rank hold RJF as of Q3 2024.

  • Naples Money Management held 174 shares of Raymond James Financial worth $21.3K as of Q3 2024.
  • Naples Money Management left its Raymond James Financial share count unchanged in Q3 2024.
  • Raymond James Financial made up 0.02% of Naples Money Management's portfolio in Q3 2024, its #128 holding.
  • Naples Money Management first reported a position in Raymond James Financial in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Raymond James Financial position peaked at $22.3K in Q1 2024.
  • 763 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.