AS
RJF icon

Altshuler Shaham’s Raymond James Financial RJF Stock Holding History

Altshuler Shaham’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
Q2 		– Sell
-1,832
Closed -$201K – 547
2022
Q1 		$201K Buy
1,832
+266
+17% +$28.2K ﹤0.01% 216
2021
Q4 		$157K Buy
+1,566
New +$155K ﹤0.01% 264
2021
Q3 		– Sell
-83
Closed -$7K – 646
2021
Q2 		$7K Sell
83
-1
-1% -$87 ﹤0.01% 572
2021
Q1 		$7K Buy
+84
New +$6.26K ﹤0.01% 430

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Altshuler Shaham's RJF Position: Q2 2022 in Review

Altshuler Shaham sold out of Raymond James Financial (RJF) in Q2 2022, closing a stake of 1,832 shares — an estimated $201K sold.

Altshuler Shaham first reported a position in RJF in Q1 2021 and held it in 4 quarters. The position peaked at $201K in Q1 2022. 655 funds tracked by Wall St. Rank hold RJF as of Q2 2022.

  • Altshuler Shaham reported no remaining Raymond James Financial position as of Q2 2022 after selling out during the quarter.
  • Altshuler Shaham sold 1,832 Raymond James Financial shares in Q2 2022, an estimated $201K.
  • Altshuler Shaham first reported a position in Raymond James Financial in Q1 2021 and held it in 4 quarters.
  • Altshuler Shaham's Raymond James Financial position peaked at $201K in Q1 2022.
  • 655 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2022.

Based on Altshuler Shaham's 13F filing for Q2 2022, filed 10 Aug 2022.