VWA
RJF icon

V Wealth Advisors’s Raymond James Financial RJF Stock Holding History

V 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
2019
Q1 		– Sell
-6,717
Closed -$412K – 278
2018
Q4 		$412K Hold
6,717
– – 0.21% 121
2018
Q3 		$412K Sell
6,717
-938
-12% -$57.8K 0.19% 130
2018
Q2 		$458K Buy
7,655
+3,636
+90% +$226K 0.26% 105
2018
Q1 		$236K Buy
+4,019
New +$250K 0.13% 177

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

V Wealth Advisors's RJF Position: Q1 2019 in Review

V Wealth Advisors sold out of Raymond James Financial (RJF) in Q1 2019, closing a stake of 6,717 shares — an estimated $412K sold.

V Wealth Advisors first reported a position in RJF in Q1 2018 and held it in 4 quarters. The position peaked at $458K in Q2 2018. 499 funds tracked by Wall St. Rank hold RJF as of Q1 2019.

  • V Wealth Advisors reported no remaining Raymond James Financial position as of Q1 2019 after selling out during the quarter.
  • V Wealth Advisors sold 6,717 Raymond James Financial shares in Q1 2019, an estimated $412K.
  • V Wealth Advisors first reported a position in Raymond James Financial in Q1 2018 and held it in 4 quarters.
  • V Wealth Advisors's Raymond James Financial position peaked at $458K in Q2 2018.
  • 499 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2019.

Based on V Wealth Advisors's 13F filing for Q1 2019, filed 16 May 2019.