Sweet Financial Partners’s Raymond James Financial RJF Stock Holding History

Sweet Financial Partners’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	$1.83M	Sell	14,944 -839	-5%	-$98K	0.4%	56
2024 Q2	$1.95M	Sell	15,783 -1,749	-10%	-$216K	0.45%	51
2024 Q1	$2.25M	Sell	17,532 -3,250	-16%	-$379K	0.52%	41
2023 Q4	$2.32M	Buy	20,782 +1	+0%	+$103	0.55%	40
2023 Q3	$2.09M	Hold	20,781	–	–	0.55%	36
2023 Q2	$2.16M	Sell	20,781 -999	-5%	-$92.8K	0.56%	33
2023 Q1	$2.03M	Hold	21,780	–	–	0.56%	30
2022 Q4	$2.33M	Sell	21,780 -500	-2%	-$56.1K	0.68%	22
2022 Q3	$2.2M	Buy	22,280 +400	+2%	+$40.5K	0.7%	20
2022 Q2	$1.96M	Hold	21,880	–	–	0.61%	25
2022 Q1	$2.4M	Buy	21,880 +1,930	+10%	+$204K	0.64%	25
2021 Q4	$2M	Buy	+19,950	New	+$1.97M	0.83%	19

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

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

Primecap Management Pasadena, California $169B AUM 114.72% 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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Sweet Financial Partners's RJF Position: Q3 2024 in Review

Sweet Financial Partners reduced its Raymond James Financial (RJF) stake by 5.3% in Q3 2024, selling an estimated $98K and leaving 14,944 shares worth $1.83M. The position accounts for 0.4% of the portfolio, ranked #56.

Sweet Financial Partners first reported a position in RJF in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.4M in Q1 2022. 764 funds tracked by Wall St. Rank hold RJF as of Q3 2024.

Sweet Financial Partners held 14,944 shares of Raymond James Financial worth $1.83M as of Q3 2024.
Sweet Financial Partners sold 839 Raymond James Financial shares in Q3 2024, an estimated $98K.
Raymond James Financial made up 0.4% of Sweet Financial Partners's portfolio in Q3 2024, its #56 holding.
Sweet Financial Partners first reported a position in Raymond James Financial in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's Raymond James Financial position peaked at $2.4M in Q1 2022.
764 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.