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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

U.S. Capital Wealth Advisors's RJF Position: Q4 2023 in Review

U.S. Capital Wealth Advisors sold out of Raymond James Financial (RJF) in Q4 2023, closing a stake of 18,238 shares — an estimated $1.83M sold.

U.S. Capital Wealth Advisors first reported a position in RJF in Q3 2021 and held it in 9 quarters. The position peaked at $4.66M in Q1 2022. 718 funds tracked by Wall St. Rank hold RJF as of Q4 2023.

U.S. Capital Wealth Advisors reported no remaining Raymond James Financial position as of Q4 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 18,238 Raymond James Financial shares in Q4 2023, an estimated $1.83M.
U.S. Capital Wealth Advisors first reported a position in Raymond James Financial in Q3 2021 and held it in 9 quarters.
U.S. Capital Wealth Advisors's Raymond James Financial position peaked at $4.66M in Q1 2022.
718 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.