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Phoenix Wealth Advisors’s Raymond James Financial RJF Stock Holding History

Phoenix Wealth Advisors’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 		– Sell
-13,132
Closed -$1.62M – 125
2024
Q2 		$1.62M Buy
+13,132
New +$1.62M 0.81% 35
2021
Q4 		– Sell
-750
Closed -$69K – 306
2021
Q3 		$69K Hold
750
– – 0.05% 172
2021
Q2 		$65K Hold
750
– – 0.05% 172
2021
Q1 		$63K Hold
750
– – 0.05% 170
2020
Q4 		$48K Buy
+750
New +$42.9K 0.04% 189

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Phoenix Wealth Advisors's RJF Position: Q3 2024 in Review

Phoenix Wealth Advisors sold out of Raymond James Financial (RJF) in Q3 2024, closing a stake of 13,132 shares — an estimated $1.62M sold.

Phoenix Wealth Advisors first reported a position in RJF in Q4 2020 and held it in 5 quarters. The position peaked at $1.62M in Q2 2024. 762 funds tracked by Wall St. Rank hold RJF as of Q3 2024.

  • Phoenix Wealth Advisors reported no remaining Raymond James Financial position as of Q3 2024 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 13,132 Raymond James Financial shares in Q3 2024, an estimated $1.62M.
  • Phoenix Wealth Advisors first reported a position in Raymond James Financial in Q4 2020 and held it in 5 quarters.
  • Phoenix Wealth Advisors's Raymond James Financial position peaked at $1.62M in Q2 2024.
  • 762 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2024.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.