Raymond James & Associates’s Raymond James Financial RJF Stock Holding History

Raymond James & Associates’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
2022 Q2	–	Sell	-16,000	Closed	-$130K	–	4189
2022 Q1	$130K	Sell	16,000 -50	-0.3%	-$5.3K	﹤0.01%	3777
2021 Q4	$257K	Buy	16,050 +2,700	+20%	+$267K	﹤0.01%	3543
2021 Q3	$220K	Buy	+13,350	New	+$1.2M	﹤0.01%	3614
2018 Q1	–	Sell	-16,500	Closed	-$46K	–	3569
2017 Q4	$46K	Buy	+16,500	New	+$951K	﹤0.01%	3291
2017 Q3	–	Sell	-30,750	Closed	-$61K	–	3474
2017 Q2	$61K	Sell	30,750 -4,650	-13%	-$234K	﹤0.01%	3169
2017 Q1	$32K	Buy	35,400 +2,550	+8%	+$130K	﹤0.01%	3177
2016 Q4	$35K	Buy	+32,850	New	+$1.45M	﹤0.01%	3114

Other funds holding RJF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

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

Raymond James & Associates reduced its Raymond James Financial (RJF) stake by 0.11% in Q3 2024, selling an estimated $40.3K and leaving 302,509 shares worth $37M. The position accounts for 0.02% of the portfolio, ranked #551.

Raymond James & Associates first reported a position in RJF in Q2 2013 and has held it in 46 quarters since. The position peaked at $43.1M in Q2 2019. 763 funds tracked by Wall St. Rank hold RJF as of Q3 2024.

Raymond James & Associates held 302,509 shares of Raymond James Financial worth $37M as of Q3 2024.
Raymond James & Associates sold 345 Raymond James Financial shares in Q3 2024, an estimated $40.3K.
Raymond James Financial made up 0.02% of Raymond James & Associates's portfolio in Q3 2024, its #551 holding.
Raymond James & Associates first reported a position in Raymond James Financial in Q2 2013 and has held it in 46 quarters since.
Raymond James & Associates's Raymond James Financial position peaked at $43.1M in Q2 2019.
763 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2024.

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