44 Wealth Management’s Raymond James Financial RJF Stock Holding History

44 Wealth 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
2023 Q2	$377K	Buy	3,631 +1,094	+43%	+$102K	0.13%	123
2023 Q1	$237K	Buy	2,537 +6	+0.2%	+$636	0.08%	158
2022 Q4	$270K	Sell	2,531 -866	-25%	-$97.2K	0.09%	150
2022 Q3	$336K	Sell	3,397 -15	-0.4%	-$1.52K	0.14%	122
2022 Q2	$305K	Sell	3,412 -1,008	-23%	-$98.8K	0.12%	134
2022 Q1	$486K	Sell	4,420 -128	-3%	-$13.6K	0.18%	115
2021 Q4	$457K	Sell	4,548 -69	-1%	-$6.82K	0.16%	115
2021 Q3	$426K	Sell	4,617 -50	-1%	-$4.48K	0.16%	116
2021 Q2	$404K	Sell	4,667 -15	-0.3%	-$1.31K	0.16%	123
2021 Q1	$383K	Buy	+4,682	New	+$349K	0.16%	118

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

44 Wealth Management's RJF Position: Q2 2023 in Review

44 Wealth Management increased its Raymond James Financial (RJF) stake by 43% in Q2 2023, buying an estimated $102K and bringing the position to 3,631 shares worth $377K. The position accounts for 0.13% of the portfolio, ranked #123.

44 Wealth Management first reported a position in RJF in Q1 2021 and has held it in 10 quarters since. The position peaked at $486K in Q1 2022. 642 funds tracked by Wall St. Rank hold RJF as of Q2 2023.

44 Wealth Management held 3,631 shares of Raymond James Financial worth $377K as of Q2 2023.
44 Wealth Management bought 1,094 Raymond James Financial shares in Q2 2023, an estimated $102K.
Raymond James Financial made up 0.13% of 44 Wealth Management's portfolio in Q2 2023, its #123 holding.
44 Wealth Management first reported a position in Raymond James Financial in Q1 2021 and has held it in 10 quarters since.
44 Wealth Management's Raymond James Financial position peaked at $486K in Q1 2022.
642 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2023.

Based on 44 Wealth Management's 13F filing for Q2 2023, filed 18 Jul 2023.