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Nations Financial Group’s Raymond James Financial RJF Stock Holding History

Nations Financial 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
2024
Q1 		– Sell
-2,193
Closed -$245K – 647
2023
Q4 		$245K Hold
2,193
– – 0.02% 558
2023
Q3 		$220K Sell
2,193
-170
-7% -$18K 0.02% 565
2023
Q2 		$245K Sell
2,363
-75
-3% -$6.96K 0.02% 553
2023
Q1 		$227K Sell
2,438
-67
-3% -$7.1K 0.02% 543
2022
Q4 		$268K Buy
2,505
+2
+0.1% +$224 0.03% 492
2022
Q3 		$247K Sell
2,503
-143
-5% -$14.5K 0.04% 442
2022
Q2 		$237K Sell
2,646
-13
-0.5% -$1.27K 0.03% 456
2022
Q1 		$292K Buy
+2,659
New +$282K 0.04% 425

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Nations Financial Group's RJF Position: Q1 2024 in Review

Nations Financial Group sold out of Raymond James Financial (RJF) in Q1 2024, closing a stake of 2,193 shares — an estimated $245K sold.

Nations Financial Group first reported a position in RJF in Q1 2022 and held it in 8 quarters. The position peaked at $292K in Q1 2022. 727 funds tracked by Wall St. Rank hold RJF as of Q1 2024.

  • Nations Financial Group reported no remaining Raymond James Financial position as of Q1 2024 after selling out during the quarter.
  • Nations Financial Group sold 2,193 Raymond James Financial shares in Q1 2024, an estimated $245K.
  • Nations Financial Group first reported a position in Raymond James Financial in Q1 2022 and held it in 8 quarters.
  • Nations Financial Group's Raymond James Financial position peaked at $292K in Q1 2022.
  • 727 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2024.

Based on Nations Financial Group's 13F filing for Q1 2024, filed 23 Apr 2024.