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U.S. Capital Wealth Advisors’s Raymond James Financial RJF Stock Holding History

U.S. Capital Wealth Advisors’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
2023
Q4 		– Sell
-18,238
Closed -$1.83M – 689
2023
Q3 		$1.83M Hold
18,238
– – 0.08% 216
2023
Q2 		$1.89M Sell
18,238
-36
-0.2% -$3.34K 0.09% 219
2023
Q1 		$1.7M Sell
18,274
-120
-0.7% -$12.7K 0.08% 231
2022
Q4 		$1.97M Sell
18,394
-30
-0.2% -$3.37K 0.09% 210
2022
Q3 		$1.82M Sell
18,424
-23,986
-57% -$2.43M 0.09% 205
2022
Q2 		$3.79M Buy
42,410
+20
+0% +$1.96K 0.17% 124
2022
Q1 		$4.66M Buy
42,390
+2,763
+7% +$293K 0.17% 127
2021
Q4 		$3.98M Sell
39,627
-625
-2% -$61.8K 0.16% 144
2021
Q3 		$3.71M Buy
+40,252
New +$3.61M 0.16% 141

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return