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Regent Peak Wealth Advisors’s Raymond James Financial RJF Stock Holding History

Regent Peak Wealth Advisors’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
2021
Q1 		– Sell
-111
Closed -$7K – 798
2020
Q4 		$7K Buy
+111
New +$6.35K ﹤0.01% 615

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Regent Peak Wealth Advisors's RJF Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Raymond James Financial (RJF) in Q1 2021, closing a stake of 111 shares — an estimated $7K sold.

Regent Peak Wealth Advisors first reported a position in RJF in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 551 funds tracked by Wall St. Rank hold RJF as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Raymond James Financial position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 111 Raymond James Financial shares in Q1 2021, an estimated $7K.
  • Regent Peak Wealth Advisors first reported a position in Raymond James Financial in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Raymond James Financial position peaked at $7K in Q4 2020.
  • 551 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.