PFWA
RJF icon

Paces Ferry Wealth Advisors’s Raymond James Financial RJF Stock Holding History

Paces Ferry Wealth Advisors’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
Q4 		– Sell
-72
Closed -$3K – 894
2020
Q3 		$3K Buy
+72
New +$3.49K ﹤0.01% 612

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Paces Ferry Wealth Advisors's RJF Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Raymond James Financial (RJF) in Q4 2020, closing a stake of 72 shares — an estimated $3K sold.

Paces Ferry Wealth Advisors first reported a position in RJF in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 533 funds tracked by Wall St. Rank hold RJF as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Raymond James Financial position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 72 Raymond James Financial shares in Q4 2020, an estimated $3K.
  • Paces Ferry Wealth Advisors first reported a position in Raymond James Financial in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Raymond James Financial position peaked at $3K in Q3 2020.
  • 533 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.