RWB
RJF icon

RMR Wealth Builders’s Raymond James Financial RJF Stock Holding History

RMR Wealth Builders’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
2020
Q3 		– Sell
-488
Closed -$22K – 418
2020
Q2 		$22K Buy
+488
New +$22K 0.02% 301

Other funds holding RJF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

RMR Wealth Builders's RJF Position: Q3 2020 in Review

RMR Wealth Builders sold out of Raymond James Financial (RJF) in Q3 2020, closing a stake of 488 shares — an estimated $22K sold.

RMR Wealth Builders first reported a position in RJF in Q2 2020 and held it in 1 quarter. The position peaked at $22K in Q2 2020. 474 funds tracked by Wall St. Rank hold RJF as of Q3 2020.

  • RMR Wealth Builders reported no remaining Raymond James Financial position as of Q3 2020 after selling out during the quarter.
  • RMR Wealth Builders sold 488 Raymond James Financial shares in Q3 2020, an estimated $22K.
  • RMR Wealth Builders first reported a position in Raymond James Financial in Q2 2020 and held it in 1 quarter.
  • RMR Wealth Builders's Raymond James Financial position peaked at $22K in Q2 2020.
  • 474 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2020.

Based on RMR Wealth Builders's 13F filing for Q3 2020, filed 13 Nov 2020.