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Wealthspire Advisors (Maryland)’s Raymond James Financial RJF Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$328K Buy
+6,770
New +$328K 0.01% 332
2020
Q1 		– Sell
-4,854
Closed -$289K – 496
2019
Q4 		$289K Sell
4,854
-128
-3% -$7.39K 0.02% 385
2019
Q3 		$274K Buy
+4,982
New +$271K 0.02% 368
2019
Q2 		– Sell
-2,772
Closed -$149K – 1670
2019
Q1 		$149K Sell
2,772
-249
-8% -$13.3K 0.01% 514
2018
Q4 		$150K Buy
3,021
+405
+15% +$21.6K 0.01% 478
2018
Q3 		$161K Sell
2,616
-87
-3% -$5.36K 0.01% 517
2018
Q2 		$161K Sell
2,703
-113
-4% -$7.01K 0.01% 526
2018
Q1 		$168K Sell
2,816
-369
-12% -$23K 0.02% 529
2017
Q4 		$190K Sell
3,185
-507
-14% -$29.2K 0.02% 507
2017
Q3 		$208K Sell
3,692
-78
-2% -$4.21K 0.02% 459
2017
Q2 		$202K Sell
3,770
-6
-0.2% -$302 0.02% 447
2017
Q1 		$192K Sell
3,776
-4
-0.1% -$204 0.03% 406
2016
Q4 		$175K Sell
3,780
-492
-12% -$21.7K 0.03% 412
2016
Q3 		$166K Buy
4,272
+274
+7% +$10.1K 0.03% 433
2016
Q2 		$131K Buy
3,998
+221
+6% +$7.56K 0.02% 473
2016
Q1 		$120K Sell
3,777
-77
-2% -$2.36K 0.02% 485
2015
Q4 		$149K Buy
+3,854
New +$144K 0.03% 441

Other funds holding RJF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s RJF Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Raymond James Financial (RJF) in Q3 2020: 6,770 shares worth $328K. The stake represents 0.01% of the portfolio and ranks #332 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in RJF as recently as Q4 2019.

Wealthspire Advisors (Maryland) first reported a position in RJF in Q4 2015 and has held it in 17 quarters since. 475 funds tracked by Wall St. Rank hold RJF as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 6,770 shares of Raymond James Financial worth $328K as of Q3 2020.
  • Raymond James Financial was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • Raymond James Financial made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #332 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Raymond James Financial in Q4 2015 and has held it in 17 quarters since.
  • 475 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.