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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 0.57% 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

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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 $1.47T 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
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return