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Weld Capital Management’s Raymond James Financial RJF Stock Holding History

Weld Capital Management’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
2021
Q2 		– Sell
-5,564
Closed -$455K – 361
2021
Q1 		$455K Buy
+5,564
New +$415K 0.19% 195

Other funds holding RJF

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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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Weld Capital Management's RJF Position: Q2 2021 in Review

Weld Capital Management sold out of Raymond James Financial (RJF) in Q2 2021, closing a stake of 5,564 shares — an estimated $455K sold.

Weld Capital Management first reported a position in RJF in Q1 2021 and held it in 1 quarter. The position peaked at $455K in Q1 2021. 564 funds tracked by Wall St. Rank hold RJF as of Q2 2021.

  • Weld Capital Management reported no remaining Raymond James Financial position as of Q2 2021 after selling out during the quarter.
  • Weld Capital Management sold 5,564 Raymond James Financial shares in Q2 2021, an estimated $455K.
  • Weld Capital Management first reported a position in Raymond James Financial in Q1 2021 and held it in 1 quarter.
  • Weld Capital Management's Raymond James Financial position peaked at $455K in Q1 2021.
  • 564 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2021.

Based on Weld Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.