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Ranch Capital Advisors’s Raymond James Financial RJF Stock Holding History

Ranch Capital 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
2021
Q4 		– Sell
-839
Closed -$77K – 480
2021
Q3 		$77K Hold
839
– – 0.05% 225
2021
Q2 		$72K Hold
839
– – 0.04% 260
2021
Q1 		$68K Buy
839
+2
+0.2% +$149 0.04% 256
2020
Q4 		$53K Hold
837
– – 0.04% 287
2020
Q3 		$40K Hold
837
– – 0.03% 323
2020
Q2 		$42K Buy
837
+1
+0.1% +$45 0.03% 331
2020
Q1 		$35K Hold
836
– – 0.03% 335
2019
Q4 		$50K Buy
+836
New +$48.3K 0.04% 339

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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

Ranch Capital Advisors's RJF Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Raymond James Financial (RJF) in Q4 2021, closing a stake of 839 shares — an estimated $77K sold.

Ranch Capital Advisors first reported a position in RJF in Q4 2019 and held it in 8 quarters. The position peaked at $77K in Q3 2021. 637 funds tracked by Wall St. Rank hold RJF as of Q4 2021.

  • Ranch Capital Advisors reported no remaining Raymond James Financial position as of Q4 2021 after selling out during the quarter.
  • Ranch Capital Advisors sold 839 Raymond James Financial shares in Q4 2021, an estimated $77K.
  • Ranch Capital Advisors first reported a position in Raymond James Financial in Q4 2019 and held it in 8 quarters.
  • Ranch Capital Advisors's Raymond James Financial position peaked at $77K in Q3 2021.
  • 637 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.