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Raymond James Financial Services Advisors’s Citizens Financial Group CFG Stock Holding History

Raymond James Financial Services Advisors’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$2.42M Buy
58,913
+10,159
+21% +$411K ﹤0.01% 1634
2024
Q2 		$1.76M Buy
48,754
+836
+2% +$29.2K ﹤0.01% 1745
2024
Q1 		$1.74M Buy
47,918
+11,429
+31% +$375K ﹤0.01% 1713
2023
Q4 		$1.21M Sell
36,489
-6,082
-14% -$167K ﹤0.01% 1879
2023
Q3 		$1.14M Buy
42,571
+23,405
+122% +$669K ﹤0.01% 1829
2023
Q2 		$500K Sell
19,166
-7,275
-28% -$200K ﹤0.01% 2355
2023
Q1 		$803K Sell
26,441
-83,684
-76% -$3.28M ﹤0.01% 2043
2022
Q4 		$4.34M Sell
110,125
-1,356
-1% -$52.9K 0.01% 1034
2022
Q3 		$3.83M Buy
111,481
+3,464
+3% +$128K 0.01% 1057
2022
Q2 		$3.85M Buy
108,017
+97,480
+925% +$3.85M 0.01% 1048
2022
Q1 		$478K Buy
10,537
+1,980
+23% +$102K ﹤0.01% 2403
2021
Q4 		$404K Sell
8,557
-540
-6% -$26K ﹤0.01% 2514
2021
Q3 		$427K Sell
9,097
-1,192
-12% -$52.3K ﹤0.01% 2472
2021
Q2 		$472K Sell
10,289
-876
-8% -$41.3K ﹤0.01% 2407
2021
Q1 		$493K Buy
11,165
+2,267
+25% +$94.3K ﹤0.01% 2295
2020
Q4 		$318K Buy
8,898
+882
+11% +$27.7K ﹤0.01% 2426
2020
Q3 		$203K Sell
8,016
-3,004
-27% -$76.2K ﹤0.01% 2538
2020
Q2 		$278K Sell
11,020
-1,443
-12% -$32.7K ﹤0.01% 2273
2020
Q1 		$234K Sell
12,463
-28,063
-69% -$916K ﹤0.01% 1991
2019
Q4 		$1.65M Buy
40,526
+3,866
+11% +$145K 0.01% 1264
2019
Q3 		$1.3M Buy
36,660
+3,465
+10% +$121K ﹤0.01% 1334
2019
Q2 		$1.17M Buy
33,195
+1,847
+6% +$64.4K ﹤0.01% 1406
2019
Q1 		$1.02M Buy
31,348
+3,266
+12% +$113K ﹤0.01% 1437
2018
Q4 		$835K Buy
28,082
+7,425
+36% +$260K ﹤0.01% 1358
2018
Q3 		$797K Sell
20,657
-513
-2% -$20.7K ﹤0.01% 1609
2018
Q2 		$824K Buy
21,170
+8,700
+70% +$362K ﹤0.01% 1543
2018
Q1 		$523K Buy
12,470
+2,503
+25% +$112K ﹤0.01% 1685
2017
Q4 		$418K Sell
9,967
-280
-3% -$10.9K ﹤0.01% 1810
2017
Q3 		$388K Buy
10,247
+701
+7% +$24.5K ﹤0.01% 1867
2017
Q2 		$341K Sell
9,546
-19,584
-67% -$694K ﹤0.01% 1907
2017
Q1 		$1.01M Buy
29,130
+13,381
+85% +$488K 0.01% 1179
2016
Q4 		$561K Buy
15,749
+1,541
+11% +$46.7K ﹤0.01% 1466
2016
Q3 		$351K Sell
14,208
-8,480
-37% -$195K ﹤0.01% 1692
2016
Q2 		$453K Buy
+22,688
New +$504K ﹤0.01% 1479
2016
Q1 		– Sell
-14,093
Closed -$369K – 2089
2015
Q4 		$369K Buy
14,093
+2,389
+20% +$60.1K ﹤0.01% 1337
2015
Q3 		$279K Buy
+11,704
New +$299K ﹤0.01% 1257

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Raymond James Financial Services Advisors's CFG Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Citizens Financial Group (CFG) stake by 21% in Q3 2024, buying an estimated $411K and bringing the position to 58,913 shares worth $2.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

Raymond James Financial Services Advisors first reported a position in CFG in Q3 2015 and has held it in 36 quarters since. The position peaked at $4.34M in Q4 2022. 797 funds tracked by Wall St. Rank hold CFG as of Q3 2024.

  • Raymond James Financial Services Advisors held 58,913 shares of Citizens Financial Group worth $2.42M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 10,159 Citizens Financial Group shares in Q3 2024, an estimated $411K.
  • Citizens Financial Group made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1634 holding.
  • Raymond James Financial Services Advisors first reported a position in Citizens Financial Group in Q3 2015 and has held it in 36 quarters since.
  • Raymond James Financial Services Advisors's Citizens Financial Group position peaked at $4.34M in Q4 2022.
  • 797 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.