Peterson Financial Group’s Raymond James Financial RJF Stock Holding History

Peterson Financial Group’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
2024 Q3	$37.1K	Buy	+303	New	+$35.4K	0.14%	111

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Peterson Financial Group's RJF Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Raymond James Financial (RJF) in Q3 2024: 303 shares worth $37.1K. The stake represents 0.14% of the portfolio and ranks #111 among its holdings.

763 funds tracked by Wall St. Rank hold RJF as of Q3 2024.

Peterson Financial Group held 303 shares of Raymond James Financial worth $37.1K as of Q3 2024.
Raymond James Financial was a new Peterson Financial Group position in Q3 2024.
Raymond James Financial made up 0.14% of Peterson Financial Group's portfolio in Q3 2024, its #111 holding.
763 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.