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Paloma Partners’s Raymond James Financial RJF Stock Holding History

Paloma Partners’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
2023
Q4 		– Sell
-3,400
Closed -$341K – 920
2023
Q3 		$341K Buy
+3,400
New +$360K 0.01% 531
2023
Q1 		– Sell
-24,300
Closed -$2.6M – 948
2022
Q4 		$2.6M Buy
+24,300
New +$2.73M 0.12% 162

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Paloma Partners's RJF Position: Q4 2023 in Review

Paloma Partners sold out of Raymond James Financial (RJF) in Q4 2023, closing a stake of 34 shares — an estimated $3.42K sold.

Paloma Partners first reported a position in RJF in Q3 2013 and held it in 23 quarters. The position peaked at $3.65M in Q1 2021. 718 funds tracked by Wall St. Rank hold RJF as of Q4 2023.

  • Paloma Partners reported no remaining Raymond James Financial position as of Q4 2023 after selling out during the quarter.
  • Paloma Partners sold 34 Raymond James Financial shares in Q4 2023, an estimated $3.42K.
  • Paloma Partners first reported a position in Raymond James Financial in Q3 2013 and held it in 23 quarters.
  • Paloma Partners's Raymond James Financial position peaked at $3.65M in Q1 2021.
  • 718 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2023.

Based on Paloma Partners's 13F filing for Q4 2023, filed 14 Feb 2024.