RJA
AIFU

Raymond James & Associates’s AIFU Inc AIFU Stock Holding History

Raymond James & Associates’s Portfolio AIFU Stock Details AIFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-55
Closed -$440K – 3711
2020
Q2 		$440K Buy
55
+2
+4% +$15.7K ﹤0.01% 2672
2020
Q1 		$426K Buy
53
+10
+23% +$89.5K ﹤0.01% 2527
2019
Q4 		$445K Buy
+43
New +$443K ﹤0.01% 2815

Other funds holding AIFU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Raymond James & Associates's AIFU Position: Q3 2020 in Review

Raymond James & Associates sold out of AIFU Inc (AIFU) in Q3 2020, closing a stake of 55 shares — an estimated $440K sold.

Raymond James & Associates first reported a position in AIFU in Q4 2019 and held it in 3 quarters. The position peaked at $445K in Q4 2019. 43 funds tracked by Wall St. Rank hold AIFU as of Q3 2020.

  • Raymond James & Associates reported no remaining AIFU Inc position as of Q3 2020 after selling out during the quarter.
  • Raymond James & Associates sold 55 AIFU Inc shares in Q3 2020, an estimated $440K.
  • Raymond James & Associates first reported a position in AIFU Inc in Q4 2019 and held it in 3 quarters.
  • Raymond James & Associates's AIFU Inc position peaked at $445K in Q4 2019.
  • 43 funds tracked by Wall St. Rank held AIFU Inc as of Q3 2020.

Based on Raymond James & Associates's 13F filing for Q3 2020, filed 4 Nov 2020.