AM Squared’s Raymond James Financial RJF Stock Holding History

AM Squared’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	-1,100	Closed	-$103K	–	153
2023 Q1	$103K	Sell	1,100 -1,000	-48%	-$106K	0.08%	100
2022 Q4	$224K	Buy	+2,100	New	+$236K	0.15%	72

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

AM Squared's RJF Position: Q2 2023 in Review

AM Squared sold out of Raymond James Financial (RJF) in Q2 2023, closing a stake of 1,100 shares — an estimated $103K sold.

AM Squared first reported a position in RJF in Q4 2022 and held it in 2 quarters. The position peaked at $224K in Q4 2022. 642 funds tracked by Wall St. Rank hold RJF as of Q2 2023.

AM Squared reported no remaining Raymond James Financial position as of Q2 2023 after selling out during the quarter.
AM Squared sold 1,100 Raymond James Financial shares in Q2 2023, an estimated $103K.
AM Squared first reported a position in Raymond James Financial in Q4 2022 and held it in 2 quarters.
AM Squared's Raymond James Financial position peaked at $224K in Q4 2022.
642 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2023.

Based on AM Squared's 13F filing for Q2 2023, filed 31 Jul 2023.