Shelton Capital Management’s Raymond James Financial RJF Stock Holding History

Shelton Capital Management’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 Q2	–	Sell	-2,192	Closed	-$281K	–	760
2024 Q1	$281K	Hold	2,192	–	–	0.01%	563
2023 Q4	$244K	Sell	2,192 -161	-7%	-$16.6K	0.01%	595
2023 Q3	$236K	Hold	2,353	–	–	0.01%	578
2023 Q2	$244K	Hold	2,353	–	–	0.01%	600
2023 Q1	$219K	Buy	+2,353	New	+$249K	0.01%	639
2017 Q2	–	Sell	-14,385	Closed	-$731K	–	882
2017 Q1	$731K	Hold	14,385	–	–	0.05%	271
2016 Q4	$664K	Buy	+14,385	New	+$636K	0.05%	299
2016 Q3	–	Sell	-18,104	Closed	-$595K	–	828
2016 Q2	$595K	Hold	18,104	–	–	0.05%	327
2016 Q1	$575K	Hold	18,104	–	–	0.05%	324
2015 Q4	$700K	Hold	18,104	–	–	0.07%	248
2015 Q3	$599K	Hold	18,104	–	–	0.07%	291
2015 Q2	$719K	Hold	18,104	–	–	0.07%	250
2015 Q1	$685K	Sell	18,104 -741	-4%	-$27.7K	0.07%	275
2014 Q4	$720K	Hold	18,845	–	–	0.08%	245
2014 Q3	$673K	Hold	18,845	–	–	0.09%	235
2014 Q2	$637K	Hold	18,845	–	–	0.09%	263
2014 Q1	$703K	Hold	18,845	–	–	0.1%	207
2013 Q4	$656K	Hold	18,845	–	–	0.1%	214
2013 Q3	$524K	Hold	18,845	–	–	0.09%	272
2013 Q2	$540K	Buy	+18,845	New	+$545K	0.1%	233

Other funds holding RJF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Shelton Capital Management's RJF Position: Q2 2024 in Review

Shelton Capital Management sold out of Raymond James Financial (RJF) in Q2 2024, closing a stake of 2,192 shares — an estimated $281K sold.

Shelton Capital Management first reported a position in RJF in Q2 2013 and held it in 20 quarters. The position peaked at $731K in Q1 2017. 748 funds tracked by Wall St. Rank hold RJF as of Q2 2024.

Shelton Capital Management reported no remaining Raymond James Financial position as of Q2 2024 after selling out during the quarter.
Shelton Capital Management sold 2,192 Raymond James Financial shares in Q2 2024, an estimated $281K.
Shelton Capital Management first reported a position in Raymond James Financial in Q2 2013 and held it in 20 quarters.
Shelton Capital Management's Raymond James Financial position peaked at $731K in Q1 2017.
748 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2024.

Based on Shelton Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.