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Sutton Wealth Advisors’s Raymond James Financial RJF Stock Holding History

Sutton 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
2023
Q3 		$228K Hold
2,270
– – 0.11% 97
2023
Q2 		$236K Hold
2,270
– – 0.11% 94
2023
Q1 		$212K Sell
2,270
-3
-0.1% -$318 0.11% 96
2022
Q4 		$243K Sell
2,273
-500
-18% -$56.1K 0.09% 150
2022
Q3 		$274K Buy
2,773
+3
+0.1% +$304 0.11% 135
2022
Q2 		$248K Sell
2,770
-2
-0.1% -$196 0.1% 142
2022
Q1 		$305K Buy
2,772
+6
+0.2% +$636 0.1% 134
2021
Q4 		$278K Hold
2,766
– – 0.09% 146
2021
Q3 		$255K Buy
2,766
+1
+0% +$90 0.09% 148
2021
Q2 		$239K Hold
2,765
– – 0.09% 160
2021
Q1 		$226K Hold
2,765
– – 0.09% 160
2020
Q4 		$176K Sell
2,765
-12
-0.4% -$687 0.07% 172
2020
Q3 		$135K Hold
2,777
– – 0.07% 181
2020
Q2 		$127K Sell
2,777
-90
-3% -$4.05K 0.07% 188
2020
Q1 		$121K Buy
2,867
+24
+0.8% +$1.35K 0.08% 175
2019
Q4 		$170K Sell
2,843
-900
-24% -$52K 0.09% 169
2019
Q3 		$206K Hold
3,743
– – 0.11% 142
2019
Q2 		$211K Hold
3,743
– – 0.12% 134
2019
Q1 		$201K Hold
3,743
– – 0.12% 140
2018
Q4 		$186K Buy
3,743
+867
+30% +$46.2K 0.12% 136
2018
Q3 		$176K Hold
2,876
– – 0.12% 138
2018
Q2 		$171K Hold
2,876
– – 0.12% 139
2018
Q1 		$171K Buy
2,876
+1,800
+167% +$112K 0.12% 137
2017
Q4 		$64K Sell
1,076
-85
-7% -$4.9K 0.05% 233
2017
Q3 		$65.3K Hold
1,161
– – 0.05% 230
2017
Q2 		$62.1K Hold
1,161
– – 0.05% 233
2017
Q1 		$59K Hold
1,161
– – 0.05% 237
2016
Q4 		$53.6K Hold
1,161
– – 0.05% 255
2016
Q3 		$45.1K Hold
1,161
– – 0.04% 278
2016
Q2 		$38.2K Hold
1,161
– – 0.04% 288
2016
Q1 		$36.9K Buy
+1,161
New +$35.6K 0.04% 296

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sutton Wealth Advisors's RJF Position: Q3 2023 in Review

Sutton Wealth Advisors held its Raymond James Financial (RJF) position steady in Q3 2023 at 2,270 shares worth $228K. The position accounts for 0.11% of the portfolio, ranked #97.

Sutton Wealth Advisors first reported a position in RJF in Q1 2016 and has held it in 31 quarters since. The position peaked at $305K in Q1 2022. 655 funds tracked by Wall St. Rank hold RJF as of Q3 2023.

  • Sutton Wealth Advisors held 2,270 shares of Raymond James Financial worth $228K as of Q3 2023.
  • Sutton Wealth Advisors left its Raymond James Financial share count unchanged in Q3 2023.
  • Raymond James Financial made up 0.11% of Sutton Wealth Advisors's portfolio in Q3 2023, its #97 holding.
  • Sutton Wealth Advisors first reported a position in Raymond James Financial in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Raymond James Financial position peaked at $305K in Q1 2022.
  • 655 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.