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Almanack Investment Partners’s Raymond James Financial RJF Stock Holding History

Almanack Investment Partners’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
-4,927
Closed -$442K – 892
2022
Q2 		$442K Buy
+4,927
New +$483K 0.04% 256
2020
Q4 		– Sell
-7,860
Closed -$450K – 449
2020
Q3 		$450K Buy
7,860
+126
+2% +$6.1K 0.06% 227
2020
Q2 		$357K Hold
7,734
– – 0.06% 160
2020
Q1 		$328K Buy
+7,734
New +$436K 0.07% 169

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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
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Almanack Investment Partners's RJF Position: Q3 2022 in Review

Almanack Investment Partners sold out of Raymond James Financial (RJF) in Q3 2022, closing a stake of 4,927 shares — an estimated $442K sold.

Almanack Investment Partners first reported a position in RJF in Q1 2020 and held it in 4 quarters. The position peaked at $450K in Q3 2020. 665 funds tracked by Wall St. Rank hold RJF as of Q3 2022.

  • Almanack Investment Partners reported no remaining Raymond James Financial position as of Q3 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 4,927 Raymond James Financial shares in Q3 2022, an estimated $442K.
  • Almanack Investment Partners first reported a position in Raymond James Financial in Q1 2020 and held it in 4 quarters.
  • Almanack Investment Partners's Raymond James Financial position peaked at $450K in Q3 2020.
  • 665 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2022.

Based on Almanack Investment Partners's 13F filing for Q3 2022, filed 15 Nov 2022.