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Simplicity Solutions’s Raymond James Financial RJF Stock Holding History

Simplicity Solutions’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
2023
Q4 		$285K Buy
2,560
+216
+9% +$22.2K 0.01% 856
2023
Q3 		$235K Sell
2,344
-278
-11% -$29.4K 0.01% 843
2023
Q2 		$272K Sell
2,622
-43
-2% -$3.99K 0.01% 866
2023
Q1 		$249K Buy
2,665
+759
+40% +$80.4K 0.01% 924
2022
Q4 		$204K Buy
+1,906
New +$214K 0.03% 622
2017
Q3 		– Sell
-4,601
Closed -$246K – 340
2017
Q2 		$246K Buy
4,601
+93
+2% +$4.68K 0.03% 360
2017
Q1 		$229K Sell
4,508
-373
-8% -$19K 0.04% 353
2016
Q4 		$225K Buy
+4,881
New +$216K 0.05% 305

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplicity Solutions's RJF Position: Q4 2023 in Review

Simplicity Solutions increased its Raymond James Financial (RJF) stake by 9.2% in Q4 2023, buying an estimated $22.2K and bringing the position to 2,560 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #856.

Simplicity Solutions first reported a position in RJF in Q4 2016 and has held it in 8 quarters since. 716 funds tracked by Wall St. Rank hold RJF as of Q4 2023.

  • Simplicity Solutions held 2,560 shares of Raymond James Financial worth $285K as of Q4 2023.
  • Simplicity Solutions bought 216 Raymond James Financial shares in Q4 2023, an estimated $22.2K.
  • Raymond James Financial made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #856 holding.
  • Simplicity Solutions first reported a position in Raymond James Financial in Q4 2016 and has held it in 8 quarters since.
  • 716 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.