Parisi Gray Wealth Management’s Raymond James Financial RJF Stock Holding History

Parisi Gray Wealth Management’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 Q3	–	Sell	-1,233	Closed	-$107K	–	449
2021 Q2	$107K	Buy	+1,233	New	+$107K	0.04%	192
2019 Q2	–	Sell	-1,098	Closed	-$59K	–	364
2019 Q1	$59K	Hold	1,098	–	–	0.04%	195
2018 Q4	$54K	Hold	1,098	–	–	0.04%	196
2018 Q3	$68K	Hold	1,098	–	–	0.04%	186
2018 Q2	$66K	Hold	1,098	–	–	0.04%	192
2018 Q1	$64K	Buy	1,098 +232	+27%	+$14.4K	0.05%	184
2017 Q4	$51K	Buy	+866	New	+$49.9K	0.04%	218

Other funds holding RJF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parisi Gray Wealth Management's RJF Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Raymond James Financial (RJF) in Q3 2021, closing a stake of 1,233 shares — an estimated $107K sold.

Parisi Gray Wealth Management first reported a position in RJF in Q4 2017 and held it in 7 quarters. The position peaked at $107K in Q2 2021. 579 funds tracked by Wall St. Rank hold RJF as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Raymond James Financial position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 1,233 Raymond James Financial shares in Q3 2021, an estimated $107K.
Parisi Gray Wealth Management first reported a position in Raymond James Financial in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's Raymond James Financial position peaked at $107K in Q2 2021.
579 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.