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RFP Financial Group’s Raymond James Financial RJF Stock Holding History

RFP Financial Group’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
2024
Q3 		– Sell
-323
Closed -$39.9K – 633
2024
Q2 		$39.9K Hold
323
– – 0.01% 258
2024
Q1 		$41.5K Hold
323
– – 0.02% 230
2023
Q4 		$36K Hold
323
– – 0.01% 231
2023
Q3 		$32.4K Hold
323
– – 0.01% 229
2023
Q2 		$33.5K Buy
323
+199
+160% +$18.5K 0.01% 250
2023
Q1 		$11.6K Sell
124
-199
-62% -$21.1K 0.01% 257
2022
Q4 		$34.5K Buy
+323
New +$36.2K 0.02% 226

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

RFP Financial Group's RJF Position: Q3 2024 in Review

RFP Financial Group sold out of Raymond James Financial (RJF) in Q3 2024, closing a stake of 323 shares — an estimated $39.9K sold.

RFP Financial Group first reported a position in RJF in Q4 2022 and held it in 7 quarters. The position peaked at $41.5K in Q1 2024. 762 funds tracked by Wall St. Rank hold RJF as of Q3 2024.

  • RFP Financial Group reported no remaining Raymond James Financial position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 323 Raymond James Financial shares in Q3 2024, an estimated $39.9K.
  • RFP Financial Group first reported a position in Raymond James Financial in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's Raymond James Financial position peaked at $41.5K in Q1 2024.
  • 762 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.