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Omnia Family Wealth’s Raymond James Financial RJF Stock Holding History

Omnia Family Wealth’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
2019
Q2 		– Sell
-33
Closed -$2K – 429
2019
Q1 		$2K Hold
33
– – ﹤0.01% 482
2018
Q4 		$2K Hold
33
– – ﹤0.01% 436
2018
Q3 		$2K Hold
33
– – ﹤0.01% 475
2018
Q2 		$2K Hold
33
– – ﹤0.01% 456
2018
Q1 		$2K Hold
33
– – ﹤0.01% 470
2017
Q4 		$2K Hold
33
– – ﹤0.01% 485
2017
Q3 		$2K Hold
33
– – ﹤0.01% 498
2017
Q2 		$2K Hold
33
– – ﹤0.01% 612
2017
Q1 		$2K Hold
33
– – ﹤0.01% 607
2016
Q4 		$2K Buy
+33
New +$1.46K ﹤0.01% 614

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Omnia Family Wealth's RJF Position: Q2 2019 in Review

Omnia Family Wealth sold out of Raymond James Financial (RJF) in Q2 2019, closing a stake of 33 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in RJF in Q4 2016 and held it in 10 quarters. The position peaked at $2K in Q1 2019. 499 funds tracked by Wall St. Rank hold RJF as of Q2 2019.

  • Omnia Family Wealth reported no remaining Raymond James Financial position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 33 Raymond James Financial shares in Q2 2019, an estimated $2K.
  • Omnia Family Wealth first reported a position in Raymond James Financial in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Raymond James Financial position peaked at $2K in Q1 2019.
  • 499 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.