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Old Point Trust & Financial Services N A’s Raymond James Financial RJF Stock Holding History

Old Point Trust & Financial Services N A’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
-300
Closed -$33.5K – 566
2023
Q4 		$33.5K Buy
+300
New +$30.9K 0.01% 151
2023
Q3 		– Sell
-300
Closed -$31.1K – 213
2023
Q2 		$31.1K Buy
+300
New +$27.9K 0.01% 143

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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

Old Point Trust & Financial Services N A's RJF Position: Q1 2024 in Review

Old Point Trust & Financial Services N A sold out of Raymond James Financial (RJF) in Q1 2024, closing a stake of 300 shares — an estimated $33.5K sold.

Old Point Trust & Financial Services N A first reported a position in RJF in Q2 2023 and held it in 2 quarters. The position peaked at $33.5K in Q4 2023. 727 funds tracked by Wall St. Rank hold RJF as of Q1 2024.

  • Old Point Trust & Financial Services N A reported no remaining Raymond James Financial position as of Q1 2024 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 300 Raymond James Financial shares in Q1 2024, an estimated $33.5K.
  • Old Point Trust & Financial Services N A first reported a position in Raymond James Financial in Q2 2023 and held it in 2 quarters.
  • Old Point Trust & Financial Services N A's Raymond James Financial position peaked at $33.5K in Q4 2023.
  • 727 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2024.

Based on Old Point Trust & Financial Services N A's 13F filing for Q1 2024, filed 14 May 2024.