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Tradition Wealth Management’s Raymond James Financial RJF Stock Holding History

Tradition Wealth Management’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
-59
Closed -$7K – 1009
2023
Q4 		$7K Sell
59
-48
-45% -$4.94K ﹤0.01% 1078
2023
Q3 		$11K Sell
107
-23
-18% -$2.43K ﹤0.01% 993
2023
Q2 		$13K Buy
+130
New +$12.1K ﹤0.01% 990

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

Tradition Wealth Management's RJF Position: Q1 2024 in Review

Tradition Wealth Management sold out of Raymond James Financial (RJF) in Q1 2024, closing a stake of 59 shares — an estimated $7K sold.

Tradition Wealth Management first reported a position in RJF in Q2 2023 and held it in 3 quarters. The position peaked at $13K in Q2 2023. 727 funds tracked by Wall St. Rank hold RJF as of Q1 2024.

  • Tradition Wealth Management reported no remaining Raymond James Financial position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 59 Raymond James Financial shares in Q1 2024, an estimated $7K.
  • Tradition Wealth Management first reported a position in Raymond James Financial in Q2 2023 and held it in 3 quarters.
  • Tradition Wealth Management's Raymond James Financial position peaked at $13K in Q2 2023.
  • 727 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.