ACG Wealth’s Raymond James Financial RJF Stock Holding History

ACG Wealth’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
2022 Q3	–	Sell	-1	Closed	–	–	842
2022 Q2	$0	Buy	+1	New	+$98	﹤0.01%	1052

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

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

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ACG Wealth's RJF Position: Q3 2022 in Review

ACG Wealth sold out of Raymond James Financial (RJF) in Q3 2022, closing a stake of 1 share.

ACG Wealth first reported a position in RJF in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 665 funds tracked by Wall St. Rank hold RJF as of Q3 2022.

ACG Wealth reported no remaining Raymond James Financial position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 1 Raymond James Financial share in Q3 2022.
ACG Wealth first reported a position in Raymond James Financial in Q2 2022 and held it in 1 quarter.
ACG Wealth's Raymond James Financial position peaked at $0 in Q2 2022.
665 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.