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Personal Wealth Partners’s Raymond James Financial RJF Stock Holding History

Personal Wealth 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
2020
Q1 		– Sell
-11
Closed -$1K – 494
2019
Q4 		$1K Hold
11
– – ﹤0.01% 461
2019
Q3 		$1K Buy
+11
New +$598 ﹤0.01% 474

Other funds holding RJF

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Personal Wealth Partners's RJF Position: Q1 2020 in Review

Personal Wealth Partners sold out of Raymond James Financial (RJF) in Q1 2020, closing a stake of 11 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in RJF in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 462 funds tracked by Wall St. Rank hold RJF as of Q1 2020.

  • Personal Wealth Partners reported no remaining Raymond James Financial position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 11 Raymond James Financial shares in Q1 2020, an estimated $1K.
  • Personal Wealth Partners first reported a position in Raymond James Financial in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Raymond James Financial position peaked at $1K in Q4 2019.
  • 462 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.