WealthStone’s Raymond James Financial RJF Stock Holding History

WealthStone’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 Q3	–	Sell	-174	Closed	-$9.81K	–	489
2019 Q2	$9.81K	Buy	+174	New	+$9.92K	﹤0.01%	261

Other funds holding RJF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WealthStone's RJF Position: Q3 2019 in Review

WealthStone sold out of Raymond James Financial (RJF) in Q3 2019, closing a stake of 174 shares — an estimated $9.81K sold.

WealthStone first reported a position in RJF in Q2 2019 and held it in 1 quarter. The position peaked at $9.81K in Q2 2019. 473 funds tracked by Wall St. Rank hold RJF as of Q3 2019.

WealthStone reported no remaining Raymond James Financial position as of Q3 2019 after selling out during the quarter.
WealthStone sold 174 Raymond James Financial shares in Q3 2019, an estimated $9.81K.
WealthStone first reported a position in Raymond James Financial in Q2 2019 and held it in 1 quarter.
WealthStone's Raymond James Financial position peaked at $9.81K in Q2 2019.
473 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.