Perkins Coie Trust Company’s Raymond James Financial RJF Stock Holding History

Perkins Coie Trust Company’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	-13	Closed	-$1.3K	–	522
2023 Q3	$1.3K	Buy	+13	New	+$1.38K	﹤0.01%	387
2020 Q2	–	Sell	-390	Closed	-$16K	–	405
2020 Q1	$16K	Buy	390 +4	+1%	+$226	0.01%	215
2019 Q4	$23K	Hold	386	–	–	0.01%	218
2019 Q3	$21K	Hold	386	–	–	0.01%	222
2019 Q2	$22K	Hold	386	–	–	0.01%	215
2019 Q1	$21K	Hold	386	–	–	0.01%	217
2018 Q4	$19K	Sell	386 -300	-44%	-$16K	0.01%	218
2018 Q3	$42K	Hold	686	–	–	0.02%	188
2018 Q2	$41K	Hold	686	–	–	0.02%	184
2018 Q1	$41K	Buy	+686	New	+$42.7K	0.02%	184

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

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

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Perkins Coie Trust Company's RJF Position: Q4 2023 in Review

Perkins Coie Trust Company sold out of Raymond James Financial (RJF) in Q4 2023, closing a stake of 13 shares — an estimated $1.3K sold.

Perkins Coie Trust Company first reported a position in RJF in Q1 2018 and held it in 10 quarters. The position peaked at $42K in Q3 2018. 716 funds tracked by Wall St. Rank hold RJF as of Q4 2023.

Perkins Coie Trust Company reported no remaining Raymond James Financial position as of Q4 2023 after selling out during the quarter.
Perkins Coie Trust Company sold 13 Raymond James Financial shares in Q4 2023, an estimated $1.3K.
Perkins Coie Trust Company first reported a position in Raymond James Financial in Q1 2018 and held it in 10 quarters.
Perkins Coie Trust Company's Raymond James Financial position peaked at $42K in Q3 2018.
716 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2023.

Based on Perkins Coie Trust Company's 13F filing for Q4 2023, filed 9 Jan 2024.