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PCA Investment Advisory Services’s Raymond James Financial RJF Stock Holding History

PCA Investment Advisory Services’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
Q3 		– Sell
-166
Closed -$17.2K – 352
2023
Q2 		$17.2K Buy
+166
New +$15.4K 0.01% 361

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Wellington Management Group
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State Street
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JP Morgan Chase
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PCA Investment Advisory Services's RJF Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Raymond James Financial (RJF) in Q3 2023, closing a stake of 166 shares — an estimated $17.2K sold.

PCA Investment Advisory Services first reported a position in RJF in Q2 2023 and held it in 1 quarter. The position peaked at $17.2K in Q2 2023. 654 funds tracked by Wall St. Rank hold RJF as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining Raymond James Financial position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 166 Raymond James Financial shares in Q3 2023, an estimated $17.2K.
  • PCA Investment Advisory Services first reported a position in Raymond James Financial in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's Raymond James Financial position peaked at $17.2K in Q2 2023.
  • 654 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.