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

Next 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
2021
Q4 		$502K Buy
4,996
+2,064
+70% +$204K 0.03% 546
2021
Q3 		$271K Buy
2,932
+10
+0.3% +$896 0.02% 709
2021
Q2 		$254K Sell
2,922
-6
-0.2% -$522 0.02% 741
2021
Q1 		$240K Buy
2,928
+88
+3% +$6.56K 0.02% 704
2020
Q4 		$181K Sell
2,840
-7
-0.2% -$401 0.02% 750
2020
Q3 		$139K Buy
+2,847
New +$138K 0.02% 744
2020
Q2 		– Sell
-2,939
Closed -$125K – 1624
2020
Q1 		$125K Sell
2,939
-574
-16% -$32.4K 0.02% 691
2019
Q4 		$210K Sell
3,513
-60
-2% -$3.46K 0.02% 687
2019
Q3 		$197K Sell
3,573
-165
-4% -$8.96K 0.02% 682
2019
Q2 		$212K Sell
3,738
-3
-0.1% -$171 0.02% 639
2019
Q1 		$201K Buy
+3,741
New +$200K 0.05% 362
2017
Q4 		– Sell
-1,133
Closed -$64K – 1151
2017
Q3 		$64K Buy
1,133
+113
+11% +$6.09K 0.02% 631
2017
Q2 		$55K Hold
1,020
– – 0.01% 753
2017
Q1 		$51K Sell
1,020
-420
-29% -$21.4K 0.01% 722
2016
Q4 		$66K Sell
1,440
-158
-10% -$6.98K 0.01% 840
2016
Q3 		$62K Sell
1,598
-37
-2% -$1.36K 0.01% 850
2016
Q2 		$53K Sell
1,635
-135
-8% -$4.62K 0.02% 640
2016
Q1 		$56K Hold
1,770
– – 0.02% 594
2015
Q4 		$68K Sell
1,770
-300
-14% -$11.2K 0.03% 538
2015
Q3 		$68K Buy
2,070
+30
+1% +$1.11K 0.02% 541
2015
Q2 		$81K Hold
2,040
– – 0.03% 531
2015
Q1 		$77K Buy
2,040
+172
+9% +$6.42K 0.02% 543
2014
Q4 		$71K Sell
1,868
-210
-10% -$7.71K 0.02% 549
2014
Q3 		$74K Buy
+2,078
New +$72.7K 0.01% 768

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Next Financial Group's RJF Position: Q4 2021 in Review

Next Financial Group increased its Raymond James Financial (RJF) stake by 70% in Q4 2021, buying an estimated $204K and bringing the position to 4,996 shares worth $502K. The position accounts for 0.03% of the portfolio, ranked #546.

Next Financial Group first reported a position in RJF in Q3 2014 and has held it in 24 quarters since. 637 funds tracked by Wall St. Rank hold RJF as of Q4 2021.

  • Next Financial Group held 4,996 shares of Raymond James Financial worth $502K as of Q4 2021.
  • Next Financial Group bought 2,064 Raymond James Financial shares in Q4 2021, an estimated $204K.
  • Raymond James Financial made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #546 holding.
  • Next Financial Group first reported a position in Raymond James Financial in Q3 2014 and has held it in 24 quarters since.
  • 637 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.