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Raymond James Financial Services Advisors’s Barron's 400 ETF BFOR Stock Holding History

Raymond James Financial Services Advisors’s Portfolio BFOR Stock Details BFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-22,488
Closed -$350K – 3396
2023
Q4 		$350K Hold
22,488
– – ﹤0.01% 2639
2023
Q3 		$317K Hold
22,488
– – ﹤0.01% 2615
2023
Q2 		$322K Hold
22,488
– – ﹤0.01% 2620
2023
Q1 		$306K Hold
22,488
– – ﹤0.01% 2634
2022
Q4 		$300K Hold
22,488
– – ﹤0.01% 2581
2022
Q3 		$276K Hold
22,488
– – ﹤0.01% 2618
2022
Q2 		$282K Hold
22,488
– – ﹤0.01% 2637
2022
Q1 		$334K Sell
22,488
-396
-2% -$5.9K ﹤0.01% 2640
2021
Q4 		$369K Buy
22,884
+1,696
+8% +$26.7K ﹤0.01% 2565
2021
Q3 		$312K Sell
21,188
-9,432
-31% -$141K ﹤0.01% 2666
2021
Q2 		$455K Hold
30,620
– – ﹤0.01% 2427
2021
Q1 		$432K Hold
30,620
– – ﹤0.01% 2388
2020
Q4 		$381K Hold
30,620
– – ﹤0.01% 2311
2020
Q3 		$321K Hold
30,620
– – ﹤0.01% 2237
2020
Q2 		$300K Sell
30,620
-17,632
-37% -$160K ﹤0.01% 2233
2020
Q1 		$377K Buy
48,252
+10,944
+29% +$106K ﹤0.01% 1708
2019
Q4 		$399K Buy
37,308
+60
+0.2% +$618 ﹤0.01% 2122
2019
Q3 		$370K Sell
37,248
-436
-1% -$4.32K ﹤0.01% 2102
2019
Q2 		$381K Sell
37,684
-1,200
-3% -$12.1K ﹤0.01% 2099
2019
Q1 		$389K Buy
+38,884
New +$384K ﹤0.01% 2050

Other funds holding BFOR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
ASB Consultores Aventura, Florida $30.1M AUM 22.96% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
9WM
9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return
RCM
RMR Capital Management Tustin, California $138M AUM 9.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial Services Advisors's BFOR Position: Q1 2024 in Review

Raymond James Financial Services Advisors sold out of Barron's 400 ETF (BFOR) in Q1 2024, closing a stake of 22,488 shares — an estimated $350K sold.

Raymond James Financial Services Advisors first reported a position in BFOR in Q1 2019 and held it in 20 quarters. The position peaked at $455K in Q2 2021. 35 funds tracked by Wall St. Rank hold BFOR as of Q1 2024.

  • Raymond James Financial Services Advisors reported no remaining Barron's 400 ETF position as of Q1 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 22,488 Barron's 400 ETF shares in Q1 2024, an estimated $350K.
  • Raymond James Financial Services Advisors first reported a position in Barron's 400 ETF in Q1 2019 and held it in 20 quarters.
  • Raymond James Financial Services Advisors's Barron's 400 ETF position peaked at $455K in Q2 2021.
  • 35 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q1 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.