Symmetry Partners’s Raymond James Financial RJF Stock Holding History

Symmetry 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	–	Sell	-2,668	Closed	-$330K	–	418
2024 Q2	$330K	Hold	2,668	–	–	0.02%	384
2024 Q1	$343K	Hold	2,668	–	–	0.03%	386
2023 Q4	$301K	Sell	2,668 -936	-26%	-$96.4K	0.02%	398
2023 Q3	$362K	Hold	3,604	–	–	0.02%	388
2023 Q2	$374K	Hold	3,604	–	–	0.02%	417
2023 Q1	$336K	Hold	3,604	–	–	0.02%	428
2022 Q4	$385K	Hold	3,604	–	–	0.02%	397
2022 Q3	$356K	Hold	3,604	–	–	0.02%	393
2022 Q2	$322K	Buy	3,604 +415	+13%	+$40.7K	0.02%	444
2022 Q1	$351K	Hold	3,189	–	–	0.02%	467
2021 Q4	$320K	Hold	3,189	–	–	0.02%	517
2021 Q3	$301K	Hold	3,189	–	–	0.02%	553
2021 Q2	$276K	Buy	3,189 +450	+16%	+$39.2K	0.02%	584
2021 Q1	$224K	Buy	+2,739	New	+$204K	0.02%	606

Other funds holding RJF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Symmetry Partners's RJF Position: Q3 2024 in Review

Symmetry Partners sold out of Raymond James Financial (RJF) in Q3 2024, closing a stake of 2,668 shares — an estimated $330K sold.

Symmetry Partners first reported a position in RJF in Q1 2021 and held it in 14 quarters. The position peaked at $385K in Q4 2022. 762 funds tracked by Wall St. Rank hold RJF as of Q3 2024.

Symmetry Partners reported no remaining Raymond James Financial position as of Q3 2024 after selling out during the quarter.
Symmetry Partners sold 2,668 Raymond James Financial shares in Q3 2024, an estimated $330K.
Symmetry Partners first reported a position in Raymond James Financial in Q1 2021 and held it in 14 quarters.
Symmetry Partners's Raymond James Financial position peaked at $385K in Q4 2022.
762 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.