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Threadgill Financial’s Raymond James Financial RJF Stock Holding History

Threadgill Financial’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
Q1 		– Sell
-5,860
Closed -$653K – 63
2023
Q4 		$653K Buy
5,860
+88
+2% +$9.06K 0.43% 34
2023
Q3 		$574K Sell
5,772
-17
-0.3% -$1.8K 0.44% 36
2023
Q2 		$563K Sell
5,789
-3
-0.1% -$279 0.64% 27
2023
Q1 		$540K Buy
+5,792
New +$614K 0.66% 26

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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Threadgill Financial's RJF Position: Q1 2024 in Review

Threadgill Financial sold out of Raymond James Financial (RJF) in Q1 2024, closing a stake of 5,860 shares — an estimated $653K sold.

Threadgill Financial first reported a position in RJF in Q1 2023 and held it in 4 quarters. The position peaked at $653K in Q4 2023. 727 funds tracked by Wall St. Rank hold RJF as of Q1 2024.

  • Threadgill Financial reported no remaining Raymond James Financial position as of Q1 2024 after selling out during the quarter.
  • Threadgill Financial sold 5,860 Raymond James Financial shares in Q1 2024, an estimated $653K.
  • Threadgill Financial first reported a position in Raymond James Financial in Q1 2023 and held it in 4 quarters.
  • Threadgill Financial's Raymond James Financial position peaked at $653K in Q4 2023.
  • 727 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2024.

Based on Threadgill Financial's 13F filing for Q1 2024, filed 10 Apr 2024.