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

TriaGen 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
Q3 		– Sell
-14,632
Closed -$1.81M – 183
2024
Q2 		$1.81M Sell
14,632
-32
-0.2% -$3.95K 0.7% 45
2024
Q1 		$1.88M Sell
14,664
-14,688
-50% -$1.71M 0.78% 41
2023
Q4 		$3.27M Buy
+29,352
New +$3.02M 1.56% 11

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
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 $1.56T 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
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

TriaGen Wealth Management's RJF Position: Q3 2024 in Review

TriaGen Wealth Management sold out of Raymond James Financial (RJF) in Q3 2024, closing a stake of 14,632 shares — an estimated $1.81M sold.

TriaGen Wealth Management first reported a position in RJF in Q4 2023 and held it in 3 quarters. The position peaked at $3.27M in Q4 2023. 762 funds tracked by Wall St. Rank hold RJF as of Q3 2024.

  • TriaGen Wealth Management reported no remaining Raymond James Financial position as of Q3 2024 after selling out during the quarter.
  • TriaGen Wealth Management sold 14,632 Raymond James Financial shares in Q3 2024, an estimated $1.81M.
  • TriaGen Wealth Management first reported a position in Raymond James Financial in Q4 2023 and held it in 3 quarters.
  • TriaGen Wealth Management's Raymond James Financial position peaked at $3.27M in Q4 2023.
  • 762 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2024.

Based on TriaGen Wealth Management's 13F filing for Q3 2024, filed 18 Oct 2024.