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Wedbush Securities’s Raymond James Financial RJF Stock Holding History

Wedbush Securities’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
-5,664
Closed -$700K – 1222
2024
Q2 		$700K Buy
5,664
+1
+0% +$123 0.03% 488
2024
Q1 		$727K Buy
+5,663
New +$660K 0.03% 502
2023
Q2 		– Sell
-2,207
Closed -$206K – 1115
2023
Q1 		$206K Buy
+2,207
New +$234K 0.01% 935
2022
Q4 		– Sell
-2,531
Closed -$250K – 1096
2022
Q3 		$250K Sell
2,531
-2
-0.1% -$203 0.01% 801
2022
Q2 		$226K Sell
2,533
-1,814
-42% -$178K 0.01% 882
2022
Q1 		$478K Sell
4,347
-464
-10% -$49.2K 0.02% 602
2021
Q4 		$483K Buy
4,811
+198
+4% +$19.6K 0.02% 650
2021
Q3 		$426K Sell
4,613
-1,330
-22% -$119K 0.02% 684
2021
Q2 		$515K Buy
+5,943
New +$517K 0.02% 614

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

Wedbush Securities's RJF Position: Q3 2024 in Review

Wedbush Securities sold out of Raymond James Financial (RJF) in Q3 2024, closing a stake of 5,664 shares — an estimated $700K sold.

Wedbush Securities first reported a position in RJF in Q2 2021 and held it in 9 quarters. The position peaked at $727K in Q1 2024. 762 funds tracked by Wall St. Rank hold RJF as of Q3 2024.

  • Wedbush Securities reported no remaining Raymond James Financial position as of Q3 2024 after selling out during the quarter.
  • Wedbush Securities sold 5,664 Raymond James Financial shares in Q3 2024, an estimated $700K.
  • Wedbush Securities first reported a position in Raymond James Financial in Q2 2021 and held it in 9 quarters.
  • Wedbush Securities's Raymond James Financial position peaked at $727K in Q1 2024.
  • 762 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2024.

Based on Wedbush Securities's 13F filing for Q3 2024, filed 8 Nov 2024.