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TFO Wealth Partners’s Raymond James Financial RJF Stock Holding History

TFO Wealth 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
Q2 		– Sell
-5
Closed -$642 – 608
2024
Q1 		$642 Hold
5
– – ﹤0.01% 216
2023
Q4 		$558 Hold
5
– – ﹤0.01% 307
2023
Q3 		$519 Hold
5
– – ﹤0.01% 448
2023
Q2 		$519 Hold
5
– – ﹤0.01% 277
2023
Q1 		$466 Buy
5
+4
+400% +$424 ﹤0.01% 262
2022
Q4 		$106 Buy
+1
New +$112 ﹤0.01% 764

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

TFO Wealth Partners's RJF Position: Q2 2024 in Review

TFO Wealth Partners sold out of Raymond James Financial (RJF) in Q2 2024, closing a stake of 5 shares — an estimated $642 sold.

TFO Wealth Partners first reported a position in RJF in Q4 2022 and held it in 6 quarters. The position peaked at $642 in Q1 2024. 746 funds tracked by Wall St. Rank hold RJF as of Q2 2024.

  • TFO Wealth Partners reported no remaining Raymond James Financial position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 5 Raymond James Financial shares in Q2 2024, an estimated $642.
  • TFO Wealth Partners first reported a position in Raymond James Financial in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Raymond James Financial position peaked at $642 in Q1 2024.
  • 746 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.