RJA
OPFI icon

Raymond James & Associates’s OppFi OPFI Stock Holding History

Raymond James & Associates’s Portfolio OPFI Stock Details OPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$107K Buy
22,626
+200
+0.9% +$830 ﹤0.01% 3776
2024
Q2 		$76K Hold
22,426
– – ﹤0.01% 3758
2024
Q1 		$56.1K Buy
22,426
+9,689
+76% +$32.9K ﹤0.01% 3790
2023
Q4 		$65.2K Hold
12,737
– – ﹤0.01% 3683
2023
Q3 		$32.1K Buy
12,737
+1,000
+9% +$2.33K ﹤0.01% 3701
2023
Q2 		$23.9K Hold
11,737
– – ﹤0.01% 3765
2023
Q1 		$24.1K Sell
11,737
-970
-8% -$2.04K ﹤0.01% 3783
2022
Q4 		$26K Sell
12,707
-4,000
-24% -$9.01K ﹤0.01% 3772
2022
Q3 		$38K Hold
16,707
– – ﹤0.01% 3734
2022
Q2 		$55K Sell
16,707
-200
-1% -$644 ﹤0.01% 3780
2022
Q1 		$58K Buy
+16,907
New +$71.7K ﹤0.01% 3899
2021
Q2 		– Sell
-14,878
Closed -$152K – 4164
2021
Q1 		$152K Sell
14,878
-48,192
-76% -$505K ﹤0.01% 3690
2020
Q4 		$642K Buy
+63,070
New +$633K ﹤0.01% 2641

Other funds holding OPFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LP
LB Partners Charlottesville, Virginia $112M AUM 11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Raymond James & Associates's OPFI Position: Q3 2024 in Review

Raymond James & Associates increased its OppFi (OPFI) stake by 0.89% in Q3 2024, buying an estimated $830 and bringing the position to 22,626 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #3776.

Raymond James & Associates first reported a position in OPFI in Q4 2020 and has held it in 13 quarters since. The position peaked at $642K in Q4 2020. 82 funds tracked by Wall St. Rank hold OPFI as of Q3 2024.

  • Raymond James & Associates held 22,626 shares of OppFi worth $107K as of Q3 2024.
  • Raymond James & Associates bought 200 OppFi shares in Q3 2024, an estimated $830.
  • OppFi made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3776 holding.
  • Raymond James & Associates first reported a position in OppFi in Q4 2020 and has held it in 13 quarters since.
  • Raymond James & Associates's OppFi position peaked at $642K in Q4 2020.
  • 82 funds tracked by Wall St. Rank held OppFi as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.