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USCA RIA’s Raymond James Financial RJF Stock Holding History

USCA RIA’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
2021
Q2 		$3.47M Buy
40,086
+297
+0.7% +$25.9K 0.21% 134
2021
Q1 		$3.25M Buy
+39,789
New +$2.97M 0.21% 136
2020
Q3 		– Sell
-30,059
Closed -$1.38M – 499
2020
Q2 		$1.38M Buy
30,059
+1,187
+4% +$53.5K 0.12% 170
2020
Q1 		$1.22M Buy
+28,872
New +$1.63M 0.14% 159
2018
Q3 		– Sell
-48,237
Closed -$2.87M – 481
2018
Q2 		$2.87M Buy
48,237
+1,186
+3% +$73.6K 0.31% 94
2018
Q1 		$2.81M Buy
+47,051
New +$2.93M 0.31% 99

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

USCA RIA's RJF Position: Q2 2021 in Review

USCA RIA increased its Raymond James Financial (RJF) stake by 0.75% in Q2 2021, buying an estimated $25.9K and bringing the position to 40,086 shares worth $3.47M. The position accounts for 0.21% of the portfolio, ranked #134.

USCA RIA first reported a position in RJF in Q1 2018 and has held it in 6 quarters since. 563 funds tracked by Wall St. Rank hold RJF as of Q2 2021.

  • USCA RIA held 40,086 shares of Raymond James Financial worth $3.47M as of Q2 2021.
  • USCA RIA bought 297 Raymond James Financial shares in Q2 2021, an estimated $25.9K.
  • Raymond James Financial made up 0.21% of USCA RIA's portfolio in Q2 2021, its #134 holding.
  • USCA RIA first reported a position in Raymond James Financial in Q1 2018 and has held it in 6 quarters since.
  • 563 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.