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tru Independence’s Raymond James Financial RJF Stock Holding History

tru Independence’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
2020
Q3 		– Sell
-14,850
Closed -$681 – 737
2020
Q2 		$681 Hold
14,850
– – 0.1% 148
2020
Q1 		$626 Hold
14,850
– – 0.1% 126
2019
Q4 		$626K Buy
+14,850
New +$857K 0.09% 144

Other funds holding RJF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

tru Independence's RJF Position: Q3 2020 in Review

tru Independence sold out of Raymond James Financial (RJF) in Q3 2020, closing a stake of 14,850 shares — an estimated $681 sold.

tru Independence first reported a position in RJF in Q4 2019 and held it in 3 quarters. The position peaked at $626K in Q4 2019. 474 funds tracked by Wall St. Rank hold RJF as of Q3 2020.

  • tru Independence reported no remaining Raymond James Financial position as of Q3 2020 after selling out during the quarter.
  • tru Independence sold 14,850 Raymond James Financial shares in Q3 2020, an estimated $681.
  • tru Independence first reported a position in Raymond James Financial in Q4 2019 and held it in 3 quarters.
  • tru Independence's Raymond James Financial position peaked at $626K in Q4 2019.
  • 474 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.