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RJF icon

Newfound Research’s Raymond James Financial RJF Stock Holding History

Newfound Research’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
2020
Q2 		– Sell
-3
Closed – – 165
2020
Q1 		$0 Hold
3
– – ﹤0.01% 180
2019
Q4 		$0 Hold
3
– – ﹤0.01% 209
2019
Q3 		$0 Hold
3
– – ﹤0.01% 212
2019
Q2 		$0 Hold
3
– – ﹤0.01% 210
2019
Q1 		$0 Hold
3
– – ﹤0.01% 211
2018
Q4 		$0 Hold
3
– – ﹤0.01% 198
2018
Q3 		$0 Hold
3
– – ﹤0.01% 220
2018
Q2 		$0 Hold
3
– – ﹤0.01% 210
2018
Q1 		$0 Buy
3
+1
+50% +$62 ﹤0.01% 245
2017
Q4 		$0 Buy
+2
New +$115 ﹤0.01% 222

Other funds holding RJF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Newfound Research's RJF Position: Q2 2020 in Review

Newfound Research sold out of Raymond James Financial (RJF) in Q2 2020, closing a stake of 3 shares.

Newfound Research first reported a position in RJF in Q4 2017 and held it in 10 quarters. The position peaked at $0 in Q1 2020. 485 funds tracked by Wall St. Rank hold RJF as of Q2 2020.

  • Newfound Research reported no remaining Raymond James Financial position as of Q2 2020 after selling out during the quarter.
  • Newfound Research sold 3 Raymond James Financial shares in Q2 2020.
  • Newfound Research first reported a position in Raymond James Financial in Q4 2017 and held it in 10 quarters.
  • Newfound Research's Raymond James Financial position peaked at $0 in Q1 2020.
  • 485 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.