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

Accel 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 		– Sell
-11
Closed -$1.03K – 704
2023
Q1 		$1.03K Hold
11
– – ﹤0.01% 1168
2022
Q4 		$1.18K Hold
11
– – ﹤0.01% 950
2022
Q3 		$1K Hold
11
– – ﹤0.01% 1017
2022
Q2 		$1K Buy
+11
New +$1.08K ﹤0.01% 977

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Accel Wealth Management sold out of Raymond James Financial (RJF) in Q2 2023, closing a stake of 11 shares — an estimated $1.03K sold.

Accel Wealth Management first reported a position in RJF in Q2 2022 and held it in 4 quarters. The position peaked at $1.18K in Q4 2022. 642 funds tracked by Wall St. Rank hold RJF as of Q2 2023.

  • Accel Wealth Management reported no remaining Raymond James Financial position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 11 Raymond James Financial shares in Q2 2023, an estimated $1.03K.
  • Accel Wealth Management first reported a position in Raymond James Financial in Q2 2022 and held it in 4 quarters.
  • Accel Wealth Management's Raymond James Financial position peaked at $1.18K in Q4 2022.
  • 642 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.