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PFG Private Wealth Management’s Raymond James Financial RJF Stock Holding History

PFG Private 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
2023
Q4 		– Sell
-1,519
Closed -$153K – 285
2023
Q3 		$153K Sell
1,519
-347
-19% -$36.7K 0.11% 47
2023
Q2 		$194K Buy
1,866
+695
+59% +$64.5K 0.11% 53
2023
Q1 		$109K Buy
+1,171
New +$124K 0.07% 88

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFG Private Wealth Management's RJF Position: Q4 2023 in Review

PFG Private Wealth Management sold out of Raymond James Financial (RJF) in Q4 2023, closing a stake of 1,519 shares — an estimated $153K sold.

PFG Private Wealth Management first reported a position in RJF in Q1 2023 and held it in 3 quarters. The position peaked at $194K in Q2 2023. 716 funds tracked by Wall St. Rank hold RJF as of Q4 2023.

  • PFG Private Wealth Management reported no remaining Raymond James Financial position as of Q4 2023 after selling out during the quarter.
  • PFG Private Wealth Management sold 1,519 Raymond James Financial shares in Q4 2023, an estimated $153K.
  • PFG Private Wealth Management first reported a position in Raymond James Financial in Q1 2023 and held it in 3 quarters.
  • PFG Private Wealth Management's Raymond James Financial position peaked at $194K in Q2 2023.
  • 716 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2023.

Based on PFG Private Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.