NA
RJF icon

Navellier & Associates’s Raymond James Financial RJF Stock Holding History

Navellier & Associates’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
Q3 		– Sell
-3,641
Closed -$378K – 338
2023
Q2 		$378K Buy
3,641
+590
+19% +$54.8K 0.07% 198
2023
Q1 		$285K Buy
3,051
+167
+6% +$17.7K 0.06% 226
2022
Q4 		$308K Sell
2,884
-14
-0.5% -$1.57K 0.06% 212
2022
Q3 		$286K Sell
2,898
-48
-2% -$4.86K 0.06% 223
2022
Q2 		$263K Hold
2,946
– – 0.06% 245
2022
Q1 		$324K Hold
2,946
– – 0.06% 247
2021
Q4 		$296K Buy
+2,946
New +$291K 0.04% 264

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Navellier & Associates's RJF Position: Q3 2023 in Review

Navellier & Associates sold out of Raymond James Financial (RJF) in Q3 2023, closing a stake of 3,641 shares — an estimated $378K sold.

Navellier & Associates first reported a position in RJF in Q4 2021 and held it in 7 quarters. The position peaked at $378K in Q2 2023. 654 funds tracked by Wall St. Rank hold RJF as of Q3 2023.

  • Navellier & Associates reported no remaining Raymond James Financial position as of Q3 2023 after selling out during the quarter.
  • Navellier & Associates sold 3,641 Raymond James Financial shares in Q3 2023, an estimated $378K.
  • Navellier & Associates first reported a position in Raymond James Financial in Q4 2021 and held it in 7 quarters.
  • Navellier & Associates's Raymond James Financial position peaked at $378K in Q2 2023.
  • 654 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2023.

Based on Navellier & Associates's 13F filing for Q3 2023, filed 9 Nov 2023.