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Veritable’s Raymond James Financial RJF Stock Holding History

Veritable’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
Q3 		– Sell
-10,872
Closed -$1.13M – 629
2023
Q2 		$1.13M Sell
10,872
-48
-0.4% -$4.46K 0.02% 345
2023
Q1 		$1.02M Buy
10,920
+43
+0.4% +$4.55K 0.02% 363
2022
Q4 		$1.16M Buy
10,877
+144
+1% +$16.2K 0.02% 323
2022
Q3 		$1.06M Sell
10,733
-145
-1% -$14.7K 0.02% 331
2022
Q2 		$973K Buy
10,878
+4,884
+81% +$479K 0.02% 386
2022
Q1 		$659K Buy
5,994
+675
+13% +$71.5K 0.01% 491
2021
Q4 		$534K Buy
5,319
+103
+2% +$10.2K 0.01% 548
2021
Q3 		$481K Sell
5,216
-31
-0.6% -$2.78K 0.01% 560
2021
Q2 		$454K Buy
5,247
+27
+0.5% +$2.35K 0.01% 567
2021
Q1 		$427K Sell
5,220
-3
-0.1% -$224 0.01% 546
2020
Q4 		$333K Hold
5,223
– – 0.01% 598
2020
Q3 		$253K Sell
5,223
-32
-0.6% -$1.55K 0.01% 628
2020
Q2 		$241K Sell
5,255
-762
-13% -$34.3K 0.01% 657
2020
Q1 		$253K Buy
6,017
+71
+1% +$4K 0.01% 606
2019
Q4 		$355K Buy
5,946
+253
+4% +$14.6K 0.01% 612
2019
Q3 		$313K Sell
5,693
-72
-1% -$3.91K 0.01% 631
2019
Q2 		$325K Buy
5,765
+54
+0.9% +$3.08K 0.01% 628
2019
Q1 		$306K Buy
5,711
+75
+1% +$4.02K 0.01% 640
2018
Q4 		$280K Buy
5,636
+576
+11% +$30.7K 0.01% 617
2018
Q3 		$310K Hold
5,060
– – 0.01% 636
2018
Q2 		$301K Sell
5,060
-2,050
-29% -$127K 0.01% 633
2018
Q1 		$424K Buy
+7,110
New +$442K 0.01% 537

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Veritable's RJF Position: Q3 2023 in Review

Veritable sold out of Raymond James Financial (RJF) in Q3 2023, closing a stake of 10,872 shares — an estimated $1.13M sold.

Veritable first reported a position in RJF in Q1 2018 and held it in 22 quarters. The position peaked at $1.16M in Q4 2022. 655 funds tracked by Wall St. Rank hold RJF as of Q3 2023.

  • Veritable reported no remaining Raymond James Financial position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 10,872 Raymond James Financial shares in Q3 2023, an estimated $1.13M.
  • Veritable first reported a position in Raymond James Financial in Q1 2018 and held it in 22 quarters.
  • Veritable's Raymond James Financial position peaked at $1.16M in Q4 2022.
  • 655 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.