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Vident Investment Advisory’s Raymond James Financial RJF Stock Holding History

Vident Investment Advisory’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
-2,067
Closed -$215K – 820
2023
Q2 		$215K Buy
+2,067
New +$192K 0.01% 1033
2023
Q1 		– Sell
-5,184
Closed -$554K – 1293
2022
Q4 		$554K Buy
5,184
+449
+9% +$50.4K 0.02% 674
2022
Q3 		$400K Buy
4,735
+1,621
+52% +$164K 0.01% 831
2022
Q2 		$273K Buy
3,114
+1,274
+69% +$125K 0.01% 1048
2022
Q1 		$202K Buy
+1,840
New +$195K 0.01% 1190
2015
Q4 		– Sell
-13,580
Closed -$449K – 746
2015
Q3 		$449K Buy
+13,580
New +$503K 0.06% 572

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vident Investment Advisory's RJF Position: Q3 2023 in Review

Vident Investment Advisory sold out of Raymond James Financial (RJF) in Q3 2023, closing a stake of 2,067 shares — an estimated $215K sold.

Vident Investment Advisory first reported a position in RJF in Q3 2015 and held it in 6 quarters. The position peaked at $554K in Q4 2022. 654 funds tracked by Wall St. Rank hold RJF as of Q3 2023.

  • Vident Investment Advisory reported no remaining Raymond James Financial position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 2,067 Raymond James Financial shares in Q3 2023, an estimated $215K.
  • Vident Investment Advisory first reported a position in Raymond James Financial in Q3 2015 and held it in 6 quarters.
  • Vident Investment Advisory's Raymond James Financial position peaked at $554K in Q4 2022.
  • 654 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.