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Appleton Partners’s Raymond James Financial RJF Stock Holding History

Appleton 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
2023
Q2 		– Sell
-2,175
Closed -$203K – 295
2023
Q1 		$203K Sell
2,175
-125
-5% -$13.2K 0.02% 291
2022
Q4 		$246K Hold
2,300
– – 0.02% 272
2022
Q3 		$227K Hold
2,300
– – 0.02% 272
2022
Q2 		$206K Hold
2,300
– – 0.02% 288
2022
Q1 		$253K Sell
2,300
-62
-3% -$6.57K 0.02% 278
2021
Q4 		$237K Buy
+2,362
New +$233K 0.02% 291
2021
Q3 		– Sell
-2,373
Closed -$206K – 297
2021
Q2 		$206K Buy
+2,373
New +$207K 0.02% 285

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

Appleton Partners's RJF Position: Q2 2023 in Review

Appleton Partners sold out of Raymond James Financial (RJF) in Q2 2023, closing a stake of 2,175 shares — an estimated $203K sold.

Appleton Partners first reported a position in RJF in Q2 2021 and held it in 7 quarters. The position peaked at $253K in Q1 2022. 642 funds tracked by Wall St. Rank hold RJF as of Q2 2023.

  • Appleton Partners reported no remaining Raymond James Financial position as of Q2 2023 after selling out during the quarter.
  • Appleton Partners sold 2,175 Raymond James Financial shares in Q2 2023, an estimated $203K.
  • Appleton Partners first reported a position in Raymond James Financial in Q2 2021 and held it in 7 quarters.
  • Appleton Partners's Raymond James Financial position peaked at $253K in Q1 2022.
  • 642 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2023.

Based on Appleton Partners's 13F filing for Q2 2023, filed 10 Jul 2023.