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Vantage Consulting Group’s Raymond James Financial RJF Stock Holding History

Vantage Consulting Group’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
2024
Q3 		– Sell
-2,014
Closed -$249K – 144
2024
Q2 		$249K Buy
2,014
+37
+2% +$4.57K 0.19% 99
2024
Q1 		$254K Sell
1,977
-211
-10% -$24.6K 0.16% 108
2023
Q4 		$244K Sell
2,188
-126
-5% -$13K 0.16% 131
2023
Q3 		$232K Sell
2,314
-245
-10% -$25.9K 0.16% 138
2023
Q2 		$266K Sell
2,559
-128
-5% -$11.9K 0.15% 103
2023
Q1 		$251K Buy
2,687
+432
+19% +$45.8K 0.14% 156
2022
Q4 		$241K Sell
2,255
-263
-10% -$29.5K 0.14% 143
2022
Q3 		$249K Sell
2,518
-338
-12% -$34.2K 0.15% 116
2022
Q2 		$255K Buy
2,856
+321
+13% +$31.5K 0.14% 116
2022
Q1 		$279K Sell
2,535
-291
-10% -$30.8K 0.11% 99
2021
Q4 		$284K Sell
2,826
-30
-1% -$2.96K 0.08% 123
2021
Q3 		$264K Sell
2,856
-62
-2% -$5.55K 0.06% 108
2021
Q2 		$253K Buy
+2,918
New +$254K 0.04% 118
2021
Q1 		– Sell
-1,920
Closed -$122K – 1244
2020
Q4 		$122K Buy
+1,920
New +$110K 0.01% 116

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Vantage Consulting Group's RJF Position: Q3 2024 in Review

Vantage Consulting Group sold out of Raymond James Financial (RJF) in Q3 2024, closing a stake of 2,014 shares — an estimated $249K sold.

Vantage Consulting Group first reported a position in RJF in Q4 2020 and held it in 14 quarters. The position peaked at $284K in Q4 2021. 762 funds tracked by Wall St. Rank hold RJF as of Q3 2024.

  • Vantage Consulting Group reported no remaining Raymond James Financial position as of Q3 2024 after selling out during the quarter.
  • Vantage Consulting Group sold 2,014 Raymond James Financial shares in Q3 2024, an estimated $249K.
  • Vantage Consulting Group first reported a position in Raymond James Financial in Q4 2020 and held it in 14 quarters.
  • Vantage Consulting Group's Raymond James Financial position peaked at $284K in Q4 2021.
  • 762 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2024.

Based on Vantage Consulting Group's 13F filing for Q3 2024, filed 14 Nov 2024.